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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 | $147,583 | $176,794-16.5% | $146,647+0.6% | $167,553-11.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 13.12% | 24.04%-10.9pp | 22.75%-9.6pp | 478.89%-465.8pp |
| Employer contribution / active EE | $5,658 | $5,161+9.6% | $4,137+36.8% | $4,840+16.9% |
| Participant deferral / active EE | $5,829 | $6,440-9.5% | $5,506+5.9% | $6,343-8.1% |
| Admin fee / account holder | $964 | $13,262-92.7% | $10,281-90.6% | $12,316-92.2% |