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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 | $127,603 | $110,410+15.6% | $102,437+24.6% | $145,897-12.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.68% | 24.85%-12.2pp | 24.95%-12.3pp | 552.29%-539.6pp |
| Employer contribution / active EE | $8,667 | $4,217+105.5% | $3,871+123.9% | $4,663+85.9% |
| Participant deferral / active EE | $25,167 | $5,622+347.7% | $5,060+397.4% | $6,689+276.2% |
| Admin fee / account holder | $1,088 | $9,745-88.8% | $8,388-87.0% | $13,390-91.9% |