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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 | $133,606 | $117,904+13.3% | $102,457+30.4% | $145,978-8.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.71% | 31.80%-22.1pp | 29.41%-19.7pp | 550.52%-540.8pp |
| Employer contribution / active EE | $20,091 | $3,613+456.0% | $3,022+564.8% | $4,662+331.0% |
| Participant deferral / active EE | $18,682 | $5,733+225.8% | $5,054+269.6% | $6,690+179.3% |
| Admin fee / account holder | $551 | $13,329-95.9% | $9,451-94.2% | $13,400-95.9% |