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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 | $131,819 | $106,280+24.0% | $96,538+36.5% | $139,487-5.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.93% | 38.48%-21.6pp | 35.74%-18.8pp | 373.84%-356.9pp |
| Employer contribution / active EE | $3,876 | $4,107-5.6% | $3,740+3.6% | $4,755-18.5% |
| Participant deferral / active EE | $9,171 | $5,457+68.1% | $4,880+87.9% | $6,713+36.6% |
| Admin fee / account holder | $1,328 | $7,888-83.2% | $6,737-80.3% | $11,407-88.4% |