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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 | $138,090 | $209,336-34.0% | $197,124-29.9% | $137,256+0.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 13.86% | 48.09%-34.2pp | 44.34%-30.5pp | 220.34%-206.5pp |
| Employer contribution / active EE | $3,153 | $6,591-52.2% | $6,227-49.4% | $4,156-24.1% |
| Participant deferral / active EE | $10,621 | $9,614+10.5% | $9,135+16.3% | $6,407+65.8% |
| Admin fee / account holder | $369 | $17,308-97.9% | $16,298-97.7% | $12,270-97.0% |