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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 | $91,754 | $182,442-49.7% | $163,379-43.8% | $138,895-33.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 13.13% | 72.74%-59.6pp | 63.41%-50.3pp | 145.39%-132.3pp |
| Employer contribution / active EE | $3,061 | $4,159-26.4% | $3,752-18.4% | $4,194-27.0% |
| Participant deferral / active EE | $4,207 | $6,817-38.3% | $6,282-33.0% | $6,396-34.2% |
| Admin fee / account holder | $1,948 | $10,396-81.3% | $9,818-80.2% | $12,562-84.5% |