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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 | $140,633 | $165,381-15.0% | $149,730-6.1% | $158,966-11.5% |
| Participation rate | 90.0% | 84.6%+5.4pp | 82.5%+7.5pp | 82.0%+8.0pp |
| Annual return | 17.91% | 348.29%-330.4pp | 276.70%-258.8pp | 302.95%-285.0pp |
| Employer contribution / active EE | $14,233 | $5,104+178.8% | $4,645+206.4% | $4,762+198.9% |
| Participant deferral / active EE | $12,650 | $7,182+76.1% | $6,843+84.9% | $5,983+111.4% |
| Admin fee / account holder | $725 | $10,809-93.3% | $9,310-92.2% | $11,250-93.6% |