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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 | $141,355 | $176,786-20.0% | $146,643-3.6% | $167,536-15.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 14.78% | 24.04%-9.3pp | 22.75%-8.0pp | 478.82%-464.0pp |
| Employer contribution / active EE | $6,069 | $5,161+17.6% | $4,137+46.7% | $4,839+25.4% |
| Participant deferral / active EE | $18,405 | $6,440+185.8% | $5,506+234.3% | $6,342+190.2% |
| Admin fee / account holder | $6,882 | $13,262-48.1% | $10,280-33.1% | $12,315-44.1% |