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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 | $138,499 | $211,224-34.4% | $178,505-22.4% | $145,897-5.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.07% | 30.28%-16.2pp | 27.16%-13.1pp | 552.29%-538.2pp |
| Employer contribution / active EE | $6,759 | $4,577+47.7% | $3,955+70.9% | $4,663+45.0% |
| Participant deferral / active EE | $13,439 | $6,966+92.9% | $6,280+114.0% | $6,689+100.9% |
| Admin fee / account holder | $600 | $12,109-95.0% | $10,428-94.2% | $13,390-95.5% |