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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 | $127,586 | $183,627-30.5% | $155,602-18.0% | $145,978-12.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.10% | 61.32%-46.2pp | 64.81%-49.7pp | 550.52%-535.4pp |
| Employer contribution / active EE | $3,746 | $5,316-29.5% | $4,675-19.9% | $4,662-19.7% |
| Participant deferral / active EE | $9,503 | $6,466+47.0% | $5,629+68.8% | $6,690+42.1% |
| Admin fee / account holder | $3,475 | $19,327-82.0% | $15,923-78.2% | $13,400-74.1% |