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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 | $126,196 | $162,812-22.5% | $133,971-5.8% | $158,966-20.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 18.58% | 41.94%-23.4pp | 45.09%-26.5pp | 302.95%-284.4pp |
| Employer contribution / active EE | $4,229 | $4,976-15.0% | $3,919+7.9% | $4,762-11.2% |
| Participant deferral / active EE | $7,487 | $5,910+26.7% | $5,047+48.3% | $5,983+25.1% |
| Admin fee / account holder | $916 | $11,741-92.2% | $8,929-89.7% | $11,250-91.9% |