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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 | $131,003 | $139,948-6.4% | $121,663+7.7% | $154,746-15.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 15.48% | 230.52%-215.0pp | 147.54%-132.1pp | 172.34%-156.9pp |
| Employer contribution / active EE | $8,081 | $3,521+129.5% | $3,020+167.6% | $4,379+84.5% |
| Participant deferral / active EE | $24,749 | $5,629+339.7% | $4,887+406.4% | $6,730+267.7% |
| Admin fee / account holder | $309 | $17,321-98.2% | $14,289-97.8% | $14,365-97.8% |