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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 | $133,073 | $135,956-2.1% | $123,894+7.4% | $273,970-51.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.82% | 56.63%-48.8pp | 47.52%-39.7pp | 41.46%-33.6pp |
| Employer contribution / active EE | $16,102 | $5,170+211.5% | $4,617+248.8% | $4,869+230.7% |
| Participant deferral / active EE | $14,600 | $6,343+130.2% | $5,984+144.0% | $5,287+176.1% |
| Admin fee / account holder | $5,728 | $9,817-41.7% | $8,357-31.5% | $10,132-43.5% |