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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 | $136,164 | $227,597-40.2% | $189,575-28.2% | $167,536-18.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 11.23% | 78.44%-67.2pp | 64.19%-53.0pp | 478.82%-467.6pp |
| Employer contribution / active EE | $4,244 | $5,316-20.2% | $4,412-3.8% | $4,839-12.3% |
| Participant deferral / active EE | $6,370 | $7,002-9.0% | $6,174+3.2% | $6,342+0.4% |
| Admin fee / account holder | $1,738 | $11,877-85.4% | $9,806-82.3% | $12,315-85.9% |