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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 | $140,742 | $201,264-30.1% | $184,185-23.6% | $145,978-3.6% |
| Participation rate | 91.7% | 87.5%+4.2pp | 86.8%+4.8pp | 80.3%+11.4pp |
| Annual return | 13.15% | 29.00%-15.9pp | 28.81%-15.7pp | 550.52%-537.4pp |
| Employer contribution / active EE | $13,782 | $7,021+96.3% | $6,426+114.5% | $4,662+195.6% |
| Participant deferral / active EE | $9,281 | $9,806-5.4% | $9,132+1.6% | $6,690+38.7% |
| Admin fee / account holder | $1,010 | $16,376-93.8% | $13,909-92.7% | $13,400-92.5% |