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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 | $99,391 | $174,379-43.0% | $152,093-34.7% | $138,895-28.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 28.28% | 74.86%-46.6pp | 66.36%-38.1pp | 145.39%-117.1pp |
| Employer contribution / active EE | $1,249 | $4,652-73.2% | $4,175-70.1% | $4,194-70.2% |
| Participant deferral / active EE | $4,125 | $6,159-33.0% | $5,451-24.3% | $6,396-35.5% |
| Admin fee / account holder | $997 | $16,880-94.1% | $14,497-93.1% | $12,562-92.1% |