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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 | $134,943 | $162,529-17.0% | $130,788+3.2% | $154,746-12.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 17.96% | 510.48%-492.5pp | 386.44%-368.5pp | 172.34%-154.4pp |
| Employer contribution / active EE | $140 | $4,447-96.9% | $3,558-96.1% | $4,379-96.8% |
| Participant deferral / active EE | $8,383 | $4,808+74.3% | $4,137+102.6% | $6,730+24.6% |
| Admin fee / account holder | $1,747 | $7,669-77.2% | $6,673-73.8% | $14,365-87.8% |