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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 | $135,380 | $157,304-13.9% | $141,197-4.1% | $152,909-11.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 15.29% | 64.34%-49.1pp | 71.41%-56.1pp | 345.46%-330.2pp |
| Employer contribution / active EE | $6,554 | $5,263+24.5% | $4,736+38.4% | $4,764+37.6% |
| Participant deferral / active EE | $17,250 | $7,111+142.6% | $6,710+157.1% | $5,851+194.8% |
| Admin fee / account holder | $958 | $12,126-92.1% | $10,265-90.7% | $11,601-91.7% |