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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 | $128,907 | $211,288-39.0% | $178,540-27.8% | $145,884-11.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.77% | 30.27%-15.5pp | 27.15%-12.4pp | 551.85%-537.1pp |
| Employer contribution / active EE | $7,777 | $4,574+70.0% | $3,953+96.7% | $4,662+66.8% |
| Participant deferral / active EE | $14,523 | $6,967+108.5% | $6,281+131.2% | $6,690+117.1% |
| Admin fee / account holder | $792 | $12,105-93.5% | $10,424-92.4% | $13,392-94.1% |