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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 | $116,410 | $132,099-11.9% | $115,599+0.7% | $138,895-16.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 17.04% | 176.76%-159.7pp | 111.10%-94.1pp | 145.39%-128.4pp |
| Employer contribution / active EE | $1,734 | $3,416-49.2% | $2,955-41.3% | $4,194-58.7% |
| Participant deferral / active EE | $2,399 | $5,617-57.3% | $4,889-50.9% | $6,396-62.5% |
| Admin fee / account holder | $548 | $15,650-96.5% | $12,841-95.7% | $12,562-95.6% |