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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 | $130,193 | $124,314+4.7% | $109,163+19.3% | $167,518-22.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 11.69% | 26.04%-14.4pp | 25.75%-14.1pp | 478.71%-467.0pp |
| Employer contribution / active EE | $1,666 | $4,209-60.4% | $3,723-55.2% | $4,838-65.6% |
| Participant deferral / active EE | $18,633 | $5,256+254.5% | $4,654+300.4% | $6,342+193.8% |
| Admin fee / account holder | $1,552 | $7,973-80.5% | $6,754-77.0% | $12,312-87.4% |