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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 | $120,133 | $172,111-30.2% | $150,298-20.1% | $137,256-12.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 16.89% | 69.37%-52.5pp | 62.79%-45.9pp | 220.34%-203.4pp |
| Employer contribution / active EE | $2,726 | $4,636-41.2% | $4,154-34.4% | $4,156-34.4% |
| Participant deferral / active EE | $1,751 | $6,166-71.6% | $5,453-67.9% | $6,407-72.7% |
| Admin fee / account holder | $540 | $16,471-96.7% | $14,116-96.2% | $12,270-95.6% |