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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 | $144,990 | $97,751+48.3% | $103,431+40.2% | $145,978-0.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 10.43% | 25.43%-15.0pp | 23.92%-13.5pp | 550.52%-540.1pp |
| Employer contribution / active EE | $4,755 | $4,684+1.5% | $4,678+1.7% | $4,662+2.0% |
| Participant deferral / active EE | $11,648 | $6,603+76.4% | $6,625+75.8% | $6,690+74.1% |
| Admin fee / account holder | $785 | $12,515-93.7% | $9,412-91.7% | $13,400-94.1% |