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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 | $131,260 | $162,785-19.4% | $133,959-2.0% | $158,950-17.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 7.39% | 41.94%-34.6pp | 45.09%-37.7pp | 302.91%-295.5pp |
| Employer contribution / active EE | $5,809 | $4,975+16.8% | $3,919+48.3% | $4,762+22.0% |
| Participant deferral / active EE | $6,701 | $5,910+13.4% | $5,047+32.8% | $5,983+12.0% |
| Admin fee / account holder | $886 | $11,738-92.4% | $8,928-90.1% | $11,248-92.1% |