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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 | $120,793 | $124,330-2.8% | $109,173+10.6% | $167,536-27.9% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 9.79% | 26.04%-16.3pp | 25.75%-16.0pp | 478.82%-469.0pp |
| Employer contribution / active EE | $2,187 | $4,209-48.0% | $3,723-41.3% | $4,839-54.8% |
| Participant deferral / active EE | $4,678 | $5,256-11.0% | $4,654+0.5% | $6,342-26.2% |
| Admin fee / account holder | $636 | $7,974-92.0% | $6,755-90.6% | $12,315-94.8% |