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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 | $244,076 | $135,956+79.5% | $123,894+97.0% | $273,972-10.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.93% | 56.63%-51.7pp | 47.52%-42.6pp | 41.46%-36.5pp |
| Employer contribution / active EE | $12,000 | $5,170+132.1% | $4,617+159.9% | $4,869+146.5% |
| Participant deferral / active EE | $18,000 | $6,343+183.8% | $5,984+200.8% | $5,287+240.4% |
| Admin fee / account holder | $2,131 | $9,817-78.3% | $8,357-74.5% | $10,133-79.0% |