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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 | $107,666+52.3% | $102,184+60.5% | $154,746+6.0% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 13.28% | 29.33%-16.0pp | 31.58%-18.3pp | 172.34%-159.1pp |
| Employer contribution / active EE | $7,000 | $3,846+82.0% | $3,594+94.8% | $4,379+59.9% |
| Participant deferral / active EE | $10,333 | $8,719+18.5% | $8,309+24.4% | $6,730+53.5% |
| Admin fee / account holder | $660 | $12,943-94.9% | $11,609-94.3% | $14,365-95.4% |