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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 | $163,163 | $141,001+15.7% | $112,228+45.4% | $139,487+17.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.30% | 32.75%-18.5pp | 30.23%-15.9pp | 373.84%-359.5pp |
| Employer contribution / active EE | $7,029 | $4,285+64.0% | $3,432+104.8% | $4,755+47.8% |
| Participant deferral / active EE | $9,094 | $5,877+54.7% | $4,800+89.5% | $6,713+35.5% |
| Admin fee / account holder | $1,936 | $9,959-80.6% | $7,752-75.0% | $11,407-83.0% |