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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 | $101,279 | $100,970+0.3% | $96,576+4.9% | $137,256-26.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 16.74% | 38.16%-21.4pp | 38.47%-21.7pp | 220.34%-203.6pp |
| Employer contribution / active EE | $13,297 | $3,809+249.1% | $3,553+274.2% | $4,156+219.9% |
| Participant deferral / active EE | $13,297 | $8,286+60.5% | $7,956+67.1% | $6,407+107.5% |
| Admin fee / account holder | $16,989 | $11,312+50.2% | $11,381+49.3% | $12,270+38.5% |