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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 | $114,247 | $154,159-25.9% | $130,026-12.1% | $139,456-18.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 15.45% | 32.50%-17.1pp | -137.26%+152.7pp | 373.45%-358.0pp |
| Employer contribution / active EE | $3,838 | $5,292-27.5% | $4,321-11.2% | $4,753-19.2% |
| Participant deferral / active EE | $8,003 | $6,710+19.3% | $5,821+37.5% | $6,711+19.2% |
| Admin fee / account holder | $497 | $14,001-96.5% | $10,608-95.3% | $11,407-95.6% |