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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 | $126,587 | $118,708+6.6% | $98,920+28.0% | $158,966-20.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 27.69% | 372.49%-344.8pp | 196.47%-168.8pp | 302.95%-275.3pp |
| Employer contribution / active EE | $1,509 | $3,334-54.7% | $2,689-43.9% | $4,762-68.3% |
| Participant deferral / active EE | $2,235 | $5,089-56.1% | $4,245-47.3% | $5,983-62.6% |
| Admin fee / account holder | $346 | $10,134-96.6% | $6,643-94.8% | $11,250-96.9% |