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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 | $124,732 | $162,812-23.4% | $133,971-6.9% | $158,966-21.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 16.21% | 41.94%-25.7pp | 45.09%-28.9pp | 302.95%-286.7pp |
| Employer contribution / active EE | $7,247 | $4,976+45.6% | $3,919+84.9% | $4,762+52.2% |
| Participant deferral / active EE | $4,038 | $5,910-31.7% | $5,047-20.0% | $5,983-32.5% |
| Admin fee / account holder | $1,572 | $11,741-86.6% | $8,929-82.4% | $11,250-86.0% |