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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,983 | $102,609+59.8% | $98,090+67.2% | $138,895+18.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 13.28% | 36.44%-23.2pp | 37.05%-23.8pp | 145.39%-132.1pp |
| Employer contribution / active EE | $7,000 | $3,867+81.0% | $3,606+94.1% | $4,194+66.9% |
| Participant deferral / active EE | $10,333 | $8,167+26.5% | $7,845+31.7% | $6,396+61.6% |
| Admin fee / account holder | $660 | $11,434-94.2% | $11,815-94.4% | $12,562-94.7% |