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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 | $138,543 | $115,917+19.5% | $100,535+37.8% | $158,982-12.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 13.23% | 34.80%-21.6pp | 30.90%-17.7pp | 302.99%-289.8pp |
| Employer contribution / active EE | $937 | $4,105-77.2% | $3,419-72.6% | $4,763-80.3% |
| Participant deferral / active EE | $4,399 | $6,677-34.1% | $6,271-29.9% | $5,983-26.5% |
| Admin fee / account holder | $414 | $11,002-96.2% | $8,085-94.9% | $11,252-96.3% |