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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 | $178,940 | $182,442-1.9% | $163,379+9.5% | $138,895+28.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 15.36% | 72.74%-57.4pp | 63.41%-48.1pp | 145.39%-130.0pp |
| Employer contribution / active EE | $13,753 | $4,159+230.6% | $3,752+266.5% | $4,194+227.9% |
| Participant deferral / active EE | $12,200 | $6,817+79.0% | $6,282+94.2% | $6,396+90.7% |
| Admin fee / account holder | $1,410 | $10,396-86.4% | $9,818-85.6% | $12,562-88.8% |