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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 | $136,597 | $153,769-11.2% | $133,975+2.0% | $273,972-50.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 8.13% | 36.51%-28.4pp | 29.29%-21.2pp | 41.46%-33.3pp |
| Employer contribution / active EE | $16,339 | $6,029+171.0% | $5,211+213.5% | $4,869+235.6% |
| Participant deferral / active EE | $9,499 | $6,958+36.5% | $6,282+51.2% | $5,287+79.7% |
| Admin fee / account holder | $22,470 | $11,765+91.0% | $9,324+141.0% | $10,133+121.8% |