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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 | $112,342 | $165,399-32.1% | $149,745-25.0% | $158,982-29.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.76% | 348.34%-335.6pp | 276.72%-264.0pp | 302.99%-290.2pp |
| Employer contribution / active EE | $4,815 | $5,105-5.7% | $4,646+3.6% | $4,763+1.1% |
| Participant deferral / active EE | $2,860 | $7,183-60.2% | $6,843-58.2% | $5,983-52.2% |
| Admin fee / account holder | $707 | $10,811-93.5% | $9,312-92.4% | $11,252-93.7% |