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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 | $155,275 | $211,105-26.4% | $178,449-13.0% | $145,978+6.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 18.48% | 30.19%-11.7pp | 27.09%-8.6pp | 550.52%-532.0pp |
| Employer contribution / active EE | $11,316 | $4,569+147.7% | $3,951+186.4% | $4,662+142.7% |
| Participant deferral / active EE | $11,225 | $6,959+61.3% | $6,277+78.8% | $6,690+67.8% |
| Admin fee / account holder | $860 | $12,017-92.8% | $10,362-91.7% | $13,400-93.6% |