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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 | $137,338 | $176,402-22.1% | $134,162+2.4% | $158,982-13.6% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 16.25% | 63.66%-47.4pp | 36.35%-20.1pp | 302.99%-286.7pp |
| Employer contribution / active EE | $1,518 | $5,042-69.9% | $3,705-59.0% | $4,763-68.1% |
| Participant deferral / active EE | $1,518 | $4,093-62.9% | $3,500-56.6% | $5,983-74.6% |
| Admin fee / account holder | $1,048 | $8,719-88.0% | $6,685-84.3% | $11,252-90.7% |