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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 | $125,627 | $127,790-1.7% | $106,554+17.9% | $167,553-25.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 8.65% | 33.88%-25.2pp | 26.80%-18.2pp | 478.89%-470.2pp |
| Employer contribution / active EE | $3,387 | $3,427-1.2% | $2,819+20.1% | $4,840-30.0% |
| Participant deferral / active EE | $10,745 | $5,088+111.2% | $4,398+144.3% | $6,343+69.4% |
| Admin fee / account holder | $1,466 | $11,231-86.9% | $7,408-80.2% | $12,316-88.1% |