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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 | $144,909 | $110,410+31.2% | $102,437+41.5% | $145,897-0.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.04% | 24.85%-14.8pp | 24.95%-14.9pp | 552.29%-542.3pp |
| Employer contribution / active EE | $11,290 | $4,217+167.7% | $3,871+191.7% | $4,663+142.1% |
| Participant deferral / active EE | $7,266 | $5,622+29.3% | $5,060+43.6% | $6,689+8.6% |
| Admin fee / account holder | $2,324 | $9,745-76.1% | $8,388-72.3% | $13,390-82.6% |