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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 | $145,558 | $228,395-36.3% | $185,861-21.7% | $158,982-8.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 8.78% | 40.82%-32.0pp | 35.96%-27.2pp | 302.99%-294.2pp |
| Employer contribution / active EE | $7,721 | $4,968+55.4% | $4,088+88.9% | $4,763+62.1% |
| Participant deferral / active EE | $5,314 | $6,417-17.2% | $5,634-5.7% | $5,983-11.2% |
| Admin fee / account holder | $377 | $11,869-96.8% | $9,503-96.0% | $11,252-96.7% |