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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 | $122,989 | $183,592-33.0% | $155,574-20.9% | $145,877-15.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.42% | 61.37%-47.0pp | 64.87%-50.4pp | 551.28%-536.9pp |
| Employer contribution / active EE | $2,082 | $5,317-60.8% | $4,676-55.5% | $4,663-55.3% |
| Participant deferral / active EE | $9,579 | $6,466+48.1% | $5,629+70.2% | $6,691+43.2% |
| Admin fee / account holder | $695 | $19,316-96.4% | $15,914-95.6% | $13,402-94.8% |