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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 | $74,773 | $114,119-34.5% | $107,187-30.2% | $138,895-46.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 18.43% | 273.21%-254.8pp | 204.55%-186.1pp | 145.39%-127.0pp |
| Employer contribution / active EE | $12,636 | $4,059+211.3% | $3,782+234.1% | $4,194+201.3% |
| Participant deferral / active EE | $7,709 | $5,538+39.2% | $5,096+51.3% | $6,396+20.5% |
| Admin fee / account holder | $1,196 | $10,024-88.1% | $9,162-86.9% | $12,562-90.5% |