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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 | $126,996 | $165,399-23.2% | $149,745-15.2% | $158,982-20.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.38% | 348.34%-336.0pp | 276.72%-264.3pp | 302.99%-290.6pp |
| Employer contribution / active EE | $2,391 | $5,105-53.2% | $4,646-48.5% | $4,763-49.8% |
| Participant deferral / active EE | $11,497 | $7,183+60.1% | $6,843+68.0% | $5,983+92.2% |
| Admin fee / account holder | $1,131 | $10,811-89.5% | $9,312-87.9% | $11,252-89.9% |