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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 | $178,602 | $211,288-15.5% | $178,5400% | $145,884+22.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.82% | 30.27%-16.5pp | 27.15%-13.3pp | 551.85%-538.0pp |
| Employer contribution / active EE | $3,412 | $4,574-25.4% | $3,953-13.7% | $4,662-26.8% |
| Participant deferral / active EE | $13,333 | $6,967+91.4% | $6,281+112.3% | $6,690+99.3% |
| Admin fee / account holder | $1,298 | $12,105-89.3% | $10,424-87.5% | $13,392-90.3% |