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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 | $125,256 | $165,399-24.3% | $149,745-16.4% | $158,982-21.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.09% | 348.34%-329.2pp | 276.72%-257.6pp | 302.99%-283.9pp |
| Employer contribution / active EE | $2,721 | $5,105-46.7% | $4,646-41.4% | $4,763-42.9% |
| Participant deferral / active EE | $6,696 | $7,183-6.8% | $6,843-2.1% | $5,983+11.9% |
| Admin fee / account holder | $460 | $10,811-95.7% | $9,312-95.1% | $11,252-95.9% |