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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 | $123,640 | $162,967-24.1% | $135,792-8.9% | $138,895-11.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.6%+27.4pp | 79.9%+20.1pp |
| Annual return | 20.06% | 30.08%-10.0pp | 25.96%-5.9pp | 145.39%-125.3pp |
| Employer contribution / active EE | $13,539 | $4,211+221.5% | $3,496+287.3% | $4,194+222.8% |
| Participant deferral / active EE | $10,137 | $5,640+79.7% | $4,759+113.0% | $6,396+58.5% |
| Admin fee / account holder | $1,149 | $15,306-92.5% | $12,266-90.6% | $12,562-90.9% |