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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 | $127,917 | $111,814+14.4% | $103,378+23.7% | $145,978-12.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.45% | 24.80%-12.4pp | 24.91%-12.5pp | 550.52%-538.1pp |
| Employer contribution / active EE | $1,604 | $4,215-61.9% | $3,870-58.6% | $4,662-65.6% |
| Participant deferral / active EE | $12,012 | $5,618+113.8% | $5,058+137.5% | $6,690+79.6% |
| Admin fee / account holder | $458 | $9,764-95.3% | $8,401-94.6% | $13,400-96.6% |