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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 | $151,117 | $110,240+37.1% | $96,544+56.5% | $139,487+8.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 12.83% | 26.41%-13.6pp | 25.88%-13.1pp | 373.84%-361.0pp |
| Employer contribution / active EE | $1,206 | $3,622-66.7% | $2,966-59.3% | $4,755-74.6% |
| Participant deferral / active EE | $11,398 | $5,549+105.4% | $4,851+134.9% | $6,713+69.8% |
| Admin fee / account holder | $719 | $11,602-93.8% | $8,254-91.3% | $11,407-93.7% |