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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 | $138,238 | $183,516-24.7% | $155,534-11.1% | $145,884-5.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.04% | 61.43%-47.4pp | 64.92%-50.9pp | 551.85%-537.8pp |
| Employer contribution / active EE | $1,164 | $5,315-78.1% | $4,675-75.1% | $4,662-75.0% |
| Participant deferral / active EE | $4,217 | $6,467-34.8% | $5,630-25.1% | $6,690-37.0% |
| Admin fee / account holder | $1,013 | $19,293-94.7% | $15,900-93.6% | $13,392-92.4% |