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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 | $108,841 | $134,817-19.3% | $123,973-12.2% | $155,188-29.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 16.17% | 515.49%-499.3pp | 388.13%-372.0pp | 148.84%-132.7pp |
| Employer contribution / active EE | $1,225 | $4,425-72.3% | $4,126-70.3% | $4,248-71.2% |
| Participant deferral / active EE | $7,716 | $5,706+35.2% | $5,247+47.1% | $6,531+18.1% |
| Admin fee / account holder | $1,299 | $13,245-90.2% | $11,799-89.0% | $14,480-91.0% |