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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 | $111,814+26.6% | $103,374+36.9% | $145,959-3.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 21.91% | 24.77%-2.9pp | 24.89%-3.0pp | 561.95%-540.0pp |
| Employer contribution / active EE | $17,307 | $4,214+310.7% | $3,869+347.3% | $4,661+271.3% |
| Participant deferral / active EE | $2,182 | $5,618-61.2% | $5,058-56.9% | $6,689-67.4% |
| Admin fee / account holder | $1,141 | $9,754-88.3% | $8,394-86.4% | $13,398-91.5% |