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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 | $130,291 | $176,794-26.3% | $146,647-11.2% | $167,553-22.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 12.90% | 24.04%-11.1pp | 22.75%-9.8pp | 478.89%-466.0pp |
| Employer contribution / active EE | $17,400 | $5,161+237.1% | $4,137+320.6% | $4,840+259.5% |
| Participant deferral / active EE | $26,000 | $6,440+303.7% | $5,506+372.2% | $6,343+309.9% |
| Admin fee / account holder | $1,089 | $13,262-91.8% | $10,281-89.4% | $12,316-91.2% |