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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 | $127,921 | $115,225+11.0% | $100,712+27.0% | $138,895-7.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 18.15% | 40.35%-22.2pp | 33.27%-15.1pp | 145.39%-127.2pp |
| Employer contribution / active EE | $9,053 | $2,771+226.7% | $2,313+291.5% | $4,194+115.8% |
| Participant deferral / active EE | $13,720 | $4,699+192.0% | $4,085+235.8% | $6,396+114.5% |
| Admin fee / account holder | $525 | $10,844-95.2% | $9,256-94.3% | $12,562-95.8% |