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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 | $127,036 | $137,414-7.6% | $189,537-33.0% | $85,847+48.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 18.14% | 38.14%-20.0pp | 555.34%-537.2pp | 318.61%-300.5pp |
| Employer contribution / active EE | $6,605 | $4,344+52.0% | $6,161+7.2% | $2,565+157.5% |
| Participant deferral / active EE | $10,182 | $6,260+62.7% | $8,220+23.9% | $3,952+157.6% |
| Admin fee / account holder | $8,632 | $8,6300% | $12,048-28.4% | $6,261+37.9% |