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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 | $127,938 | $227,291-43.7% | $214,702-40.4% | $155,188-17.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 16.05% | 60.08%-44.0pp | 54.55%-38.5pp | 148.84%-132.8pp |
| Employer contribution / active EE | $1,571 | $6,772-76.8% | $6,461-75.7% | $4,248-63.0% |
| Participant deferral / active EE | $5,308 | $9,582-44.6% | $9,147-42.0% | $6,531-18.7% |
| Admin fee / account holder | $6,738 | $20,413-67.0% | $19,830-66.0% | $14,480-53.5% |