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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 | $139,235 | $228,352-39.0% | $185,827-25.1% | $158,950-12.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 27.37% | 40.81%-13.4pp | 35.96%-8.6pp | 302.91%-275.5pp |
| Employer contribution / active EE | $15,358 | $4,967+209.2% | $4,087+275.8% | $4,762+222.5% |
| Participant deferral / active EE | $13,387 | $6,416+108.6% | $5,633+137.7% | $5,983+123.8% |
| Admin fee / account holder | $1,434 | $11,867-87.9% | $9,502-84.9% | $11,248-87.3% |