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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 | $183,627-30.8% | $155,602-18.3% | $145,978-12.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.30% | 61.32%-52.0pp | 64.81%-55.5pp | 550.52%-541.2pp |
| Employer contribution / active EE | $2,808 | $5,316-47.2% | $4,675-39.9% | $4,662-39.8% |
| Participant deferral / active EE | $16,550 | $6,466+156.0% | $5,629+194.0% | $6,690+147.4% |
| Admin fee / account holder | $2,213 | $19,327-88.5% | $15,923-86.1% | $13,400-83.5% |