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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 | $132,662 | $211,288-37.2% | $178,540-25.7% | $145,884-9.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 22.75% | 30.27%-7.5pp | 27.15%-4.4pp | 551.85%-529.1pp |
| Employer contribution / active EE | $3,240 | $4,574-29.2% | $3,953-18.0% | $4,662-30.5% |
| Participant deferral / active EE | $3,240 | $6,967-53.5% | $6,281-48.4% | $6,690-51.6% |
| Admin fee / account holder | $656 | $12,105-94.6% | $10,424-93.7% | $13,392-95.1% |