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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 | $115,998 | $124,346-6.7% | $111,308+4.2% | $167,536-30.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 12.90% | 37.45%-24.5pp | 54.67%-41.8pp | 478.82%-465.9pp |
| Employer contribution / active EE | $2,088 | $3,437-39.2% | $2,732-23.6% | $4,839-56.8% |
| Participant deferral / active EE | $7,324 | $5,182+41.3% | $4,487+63.2% | $6,342+15.5% |
| Admin fee / account holder | $1,351 | $10,621-87.3% | $7,965-83.0% | $12,315-89.0% |