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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 | $126,114 | $228,352-44.8% | $185,835-32.1% | $158,966-20.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 25.94% | 40.81%-14.9pp | 35.96%-10.0pp | 302.95%-277.0pp |
| Employer contribution / active EE | $1,653 | $4,967-66.7% | $4,087-59.6% | $4,762-65.3% |
| Participant deferral / active EE | $10,567 | $6,416+64.7% | $5,633+87.6% | $5,983+76.6% |
| Admin fee / account holder | $759 | $11,867-93.6% | $9,502-92.0% | $11,250-93.3% |