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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 | $158,957 | $124,330+27.9% | $109,173+45.6% | $167,536-5.1% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 10.47% | 26.04%-15.6pp | 25.75%-15.3pp | 478.82%-468.3pp |
| Employer contribution / active EE | $4,990 | $4,209+18.6% | $3,723+34.0% | $4,839+3.1% |
| Participant deferral / active EE | $10,177 | $5,256+93.6% | $4,654+118.7% | $6,342+60.5% |
| Admin fee / account holder | $719 | $7,974-91.0% | $6,755-89.4% | $12,315-94.2% |