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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 | $143,259 | $157,296-8.9% | $141,191+1.5% | $152,897-6.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 16.82% | 64.34%-47.5pp | 71.41%-54.6pp | 345.43%-328.6pp |
| Employer contribution / active EE | $5,280 | $5,262+0.3% | $4,736+11.5% | $4,764+10.8% |
| Participant deferral / active EE | $5,280 | $7,111-25.7% | $6,710-21.3% | $5,851-9.8% |
| Admin fee / account holder | $1,090 | $12,125-91.0% | $10,264-89.4% | $11,599-90.6% |