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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 | $127,112 | $183,592-30.8% | $155,574-18.3% | $145,877-12.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.30% | 61.37%-52.1pp | 64.87%-55.6pp | 551.28%-542.0pp |
| Employer contribution / active EE | $2,808 | $5,317-47.2% | $4,676-39.9% | $4,663-39.8% |
| Participant deferral / active EE | $16,550 | $6,466+156.0% | $5,629+194.0% | $6,691+147.4% |
| Admin fee / account holder | $2,213 | $19,316-88.5% | $15,914-86.1% | $13,402-83.5% |