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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 | $119,153 | $113,338+5.1% | $94,993+25.4% | $147,586-19.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 17.05% | 20.80%-3.7pp | 27.14%-10.1pp | 578.59%-561.5pp |
| Employer contribution / active EE | $5,296 | $3,160+67.6% | $2,603+103.4% | $4,876+8.6% |
| Participant deferral / active EE | $9,940 | $3,777+163.2% | $3,317+199.7% | $5,439+82.8% |
| Admin fee / account holder | $743 | $6,063-87.7% | $4,960-85.0% | $10,886-93.2% |