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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 | $120,631 | $124,330-3.0% | $109,173+10.5% | $167,536-28.0% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 10.64% | 26.04%-15.4pp | 25.75%-15.1pp | 478.82%-468.2pp |
| Employer contribution / active EE | $6,235 | $4,209+48.1% | $3,723+67.5% | $4,839+28.8% |
| Participant deferral / active EE | $18,817 | $5,256+258.0% | $4,654+304.3% | $6,342+196.7% |
| Admin fee / account holder | $1,017 | $7,974-87.2% | $6,755-84.9% | $12,315-91.7% |