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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 | $119,038 | $165,361-28.0% | $149,715-20.5% | $158,950-25.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.99% | 348.24%-327.3pp | 276.66%-255.7pp | 302.91%-281.9pp |
| Employer contribution / active EE | $1,551 | $5,103-69.6% | $4,645-66.6% | $4,762-67.4% |
| Participant deferral / active EE | $7,822 | $7,182+8.9% | $6,842+14.3% | $5,983+30.7% |
| Admin fee / account holder | $579 | $10,808-94.6% | $9,310-93.8% | $11,248-94.9% |