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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 | $100,970+62.4% | $96,576+69.8% | $137,256+19.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 13.28% | 38.16%-24.9pp | 38.47%-25.2pp | 220.34%-207.1pp |
| Employer contribution / active EE | $7,000 | $3,809+83.8% | $3,553+97.0% | $4,156+68.4% |
| Participant deferral / active EE | $10,333 | $8,286+24.7% | $7,956+29.9% | $6,407+61.3% |
| Admin fee / account holder | $660 | $11,312-94.2% | $11,381-94.2% | $12,270-94.6% |