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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 | $128,460 | $183,539-30.0% | $155,556-17.4% | $145,897-12.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.06% | 61.31%-48.2pp | 64.84%-51.8pp | 552.29%-539.2pp |
| Employer contribution / active EE | $3,933 | $5,315-26.0% | $4,675-15.9% | $4,663-15.6% |
| Participant deferral / active EE | $10,666 | $6,467+64.9% | $5,631+89.4% | $6,689+59.5% |
| Admin fee / account holder | $457 | $19,275-97.6% | $15,885-97.1% | $13,390-96.6% |