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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 | $143,439 | $139,948+2.5% | $121,663+17.9% | $154,746-7.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 14.94% | 230.52%-215.6pp | 147.54%-132.6pp | 172.34%-157.4pp |
| Employer contribution / active EE | $14,000 | $3,521+297.6% | $3,020+363.6% | $4,379+219.7% |
| Participant deferral / active EE | $9,960 | $5,629+76.9% | $4,887+103.8% | $6,730+48.0% |
| Admin fee / account holder | $1,143 | $17,321-93.4% | $14,289-92.0% | $14,365-92.0% |