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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 | $143,965 | $100,970+42.6% | $96,576+49.1% | $137,256+4.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 14.53% | 38.16%-23.6pp | 38.47%-23.9pp | 220.34%-205.8pp |
| Employer contribution / active EE | $13,770 | $3,809+261.5% | $3,553+287.5% | $4,156+231.3% |
| Participant deferral / active EE | $2,945 | $8,286-64.5% | $7,956-63.0% | $6,407-54.0% |
| Admin fee / account holder | $3,750 | $11,312-66.8% | $11,381-67.1% | $12,270-69.4% |