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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 | $128,852 | $183,516-29.8% | $155,534-17.2% | $145,884-11.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.60% | 61.43%-45.8pp | 64.92%-49.3pp | 551.85%-536.2pp |
| Employer contribution / active EE | $3,031 | $5,315-43.0% | $4,675-35.2% | $4,662-35.0% |
| Participant deferral / active EE | $7,817 | $6,467+20.9% | $5,630+38.8% | $6,690+16.8% |
| Admin fee / account holder | $1,070 | $19,293-94.5% | $15,900-93.3% | $13,392-92.0% |