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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 | $130,711 | $183,516-28.8% | $155,534-16.0% | $145,884-10.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.00% | 61.43%-45.4pp | 64.92%-48.9pp | 551.85%-535.9pp |
| Employer contribution / active EE | $3,734 | $5,315-29.7% | $4,675-20.1% | $4,662-19.9% |
| Participant deferral / active EE | $16,525 | $6,467+155.5% | $5,630+193.5% | $6,690+147.0% |
| Admin fee / account holder | $1,281 | $19,293-93.4% | $15,900-91.9% | $13,392-90.4% |