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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 | $127,501 | $176,402-27.7% | $134,162-5.0% | $158,982-19.8% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 12.19% | 63.66%-51.5pp | 36.35%-24.2pp | 302.99%-290.8pp |
| Employer contribution / active EE | $5,624 | $5,042+11.5% | $3,705+51.8% | $4,763+18.1% |
| Participant deferral / active EE | $8,542 | $4,093+108.7% | $3,500+144.1% | $5,983+42.8% |
| Admin fee / account holder | $15,142 | $8,719+73.7% | $6,685+126.5% | $11,252+34.6% |