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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 | $129,108 | $176,786-27.0% | $146,643-12.0% | $167,536-22.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 15.30% | 24.04%-8.7pp | 22.75%-7.4pp | 478.82%-463.5pp |
| Employer contribution / active EE | $8,376 | $5,161+62.3% | $4,137+102.5% | $4,839+73.1% |
| Participant deferral / active EE | $10,843 | $6,440+68.4% | $5,506+96.9% | $6,342+71.0% |
| Admin fee / account holder | $875 | $13,262-93.4% | $10,280-91.5% | $12,315-92.9% |