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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 | $128,541 | $162,821-21.1% | $133,978-4.1% | $158,982-19.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 9.75% | 41.95%-32.2pp | 45.10%-35.3pp | 302.99%-293.2pp |
| Employer contribution / active EE | $8,008 | $4,976+60.9% | $3,919+104.3% | $4,763+68.1% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,594 | $11,742-86.4% | $8,930-82.2% | $11,252-85.8% |