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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 | $144,713 | $135,956+6.4% | $123,894+16.8% | $273,972-47.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 13.93% | 56.63%-42.7pp | 47.52%-33.6pp | 41.46%-27.5pp |
| Employer contribution / active EE | $21,639 | $5,170+318.6% | $4,617+368.7% | $4,869+344.4% |
| Participant deferral / active EE | $15,923 | $6,343+151.0% | $5,984+166.1% | $5,287+201.2% |
| Admin fee / account holder | $732 | $9,817-92.5% | $8,357-91.2% | $10,133-92.8% |