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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 | $151,483 | $100,970+50.0% | $96,576+56.9% | $137,256+10.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 18.66% | 38.16%-19.5pp | 38.47%-19.8pp | 220.34%-201.7pp |
| Employer contribution / active EE | $6,914 | $3,809+81.5% | $3,553+94.6% | $4,156+66.4% |
| Participant deferral / active EE | $8,642 | $8,286+4.3% | $7,956+8.6% | $6,407+34.9% |
| Admin fee / account holder | $322 | $11,312-97.2% | $11,381-97.2% | $12,270-97.4% |