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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 | $118,949 | $124,330-4.3% | $109,173+9.0% | $167,536-29.0% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 11.28% | 26.04%-14.8pp | 25.75%-14.5pp | 478.82%-467.5pp |
| Employer contribution / active EE | $3,323 | $4,209-21.1% | $3,723-10.7% | $4,839-31.3% |
| Participant deferral / active EE | $7,077 | $5,256+34.6% | $4,654+52.1% | $6,342+11.6% |
| Admin fee / account holder | $1,084 | $7,974-86.4% | $6,755-83.9% | $12,315-91.2% |