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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 | $139,542 | $176,402-20.9% | $134,162+4.0% | $158,966-12.2% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 14.26% | 63.66%-49.4pp | 36.35%-22.1pp | 302.95%-288.7pp |
| Employer contribution / active EE | $2,133 | $5,042-57.7% | $3,705-42.4% | $4,762-55.2% |
| Participant deferral / active EE | $14,381 | $4,093+251.4% | $3,500+310.9% | $5,983+140.4% |
| Admin fee / account holder | $780 | $8,719-91.1% | $6,685-88.3% | $11,250-93.1% |