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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 | $133,941 | $127,298+5.2% | $109,916+21.9% | $167,553-20.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 17.61% | 22.97%-5.4pp | 29.46%-11.9pp | 478.89%-461.3pp |
| Employer contribution / active EE | $3,600 | $3,325+8.3% | $2,844+26.6% | $4,840-25.6% |
| Participant deferral / active EE | $0 | $4,513-100.0% | $4,047-100.0% | $6,343-100.0% |
| Admin fee / account holder | $1,029 | $7,119-85.5% | $6,069-83.0% | $12,316-91.6% |