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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 | $155,124 | $168,635-8.0% | $147,617+5.1% | $125,389+23.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.21% | 77.65%-77.4pp | 61.98%-61.8pp | 282.24%-282.0pp |
| Employer contribution / active EE | $1,737 | $6,252-72.2% | $5,564-68.8% | $4,866-64.3% |
| Participant deferral / active EE | $7,707 | $5,507+39.9% | $4,895+57.4% | $5,352+44.0% |
| Admin fee / account holder | $463 | $13,580-96.6% | $11,612-96.0% | $9,541-95.2% |