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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 | $139,671 | $140,592-0.7% | $123,105+13.5% | $125,389+11.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 0.60% | 16.80%-16.2pp | 13.22%-12.6pp | 282.24%-281.6pp |
| Employer contribution / active EE | $9,899 | $6,041+63.9% | $5,151+92.2% | $4,866+103.4% |
| Participant deferral / active EE | $11,309 | $6,980+62.0% | $6,229+81.5% | $5,352+111.3% |
| Admin fee / account holder | $2,674 | $11,198-76.1% | $9,014-70.3% | $9,541-72.0% |