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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 | $124,626 | $228,352-45.4% | $185,835-32.9% | $158,966-21.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 15.80% | 40.81%-25.0pp | 35.96%-20.2pp | 302.95%-287.2pp |
| Employer contribution / active EE | $6,826 | $4,967+37.4% | $4,087+67.0% | $4,762+43.3% |
| Participant deferral / active EE | $17,402 | $6,416+171.2% | $5,633+208.9% | $5,983+190.9% |
| Admin fee / account holder | $1,217 | $11,867-89.7% | $9,502-87.2% | $11,250-89.2% |