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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 | $141,557 | $110,410+28.2% | $102,437+38.2% | $145,897-3.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 21.91% | 24.85%-2.9pp | 24.95%-3.0pp | 552.29%-530.4pp |
| Employer contribution / active EE | $17,307 | $4,217+310.4% | $3,871+347.1% | $4,663+271.2% |
| Participant deferral / active EE | $2,182 | $5,622-61.2% | $5,060-56.9% | $6,689-67.4% |
| Admin fee / account holder | $1,141 | $9,745-88.3% | $8,388-86.4% | $13,390-91.5% |