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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 | $131,819 | $157,304-16.2% | $141,197-6.6% | $152,909-13.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.15% | 64.34%-47.2pp | 71.41%-54.3pp | 345.46%-328.3pp |
| Employer contribution / active EE | $4,819 | $5,263-8.4% | $4,736+1.8% | $4,764+1.2% |
| Participant deferral / active EE | $11,513 | $7,111+61.9% | $6,710+71.6% | $5,851+96.8% |
| Admin fee / account holder | $874 | $12,126-92.8% | $10,265-91.5% | $11,601-92.5% |