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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 | $139,883 | $212,386-34.1% | $199,883-30.0% | $138,895+0.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 21.27% | 47.75%-26.5pp | 43.81%-22.5pp | 145.39%-124.1pp |
| Employer contribution / active EE | $5,400 | $6,625-18.5% | $6,261-13.8% | $4,194+28.7% |
| Participant deferral / active EE | $15,496 | $9,617+61.1% | $9,138+69.6% | $6,396+142.3% |
| Admin fee / account holder | $7,500 | $18,233-58.9% | $17,268-56.6% | $12,562-40.3% |