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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 | $124,899 | $165,361-24.5% | $149,715-16.6% | $158,950-21.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.02% | 348.24%-334.2pp | 276.66%-262.6pp | 302.91%-288.9pp |
| Employer contribution / active EE | $1,601 | $5,103-68.6% | $4,645-65.5% | $4,762-66.4% |
| Participant deferral / active EE | $11,280 | $7,182+57.1% | $6,842+64.9% | $5,983+88.5% |
| Admin fee / account holder | $353 | $10,808-96.7% | $9,310-96.2% | $11,248-96.9% |