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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 | $131,061 | $168,636-22.3% | $147,617-11.2% | $125,393+4.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 1.88% | 77.65%-75.8pp | 61.98%-60.1pp | 282.23%-280.4pp |
| Employer contribution / active EE | $4,711 | $6,252-24.7% | $5,565-15.3% | $4,866-3.2% |
| Participant deferral / active EE | $3,297 | $5,507-40.1% | $4,895-32.7% | $5,351-38.4% |
| Admin fee / account holder | $1,044 | $13,580-92.3% | $11,611-91.0% | $9,541-89.1% |