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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 | $126,518 | $124,330+1.8% | $109,173+15.9% | $167,536-24.5% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 13.42% | 26.04%-12.6pp | 25.75%-12.3pp | 478.82%-465.4pp |
| Employer contribution / active EE | $1,258 | $4,209-70.1% | $3,723-66.2% | $4,839-74.0% |
| Participant deferral / active EE | $16,250 | $5,256+209.1% | $4,654+249.2% | $6,342+156.2% |
| Admin fee / account holder | $370 | $7,974-95.4% | $6,755-94.5% | $12,315-97.0% |