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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 | $116,692 | $142,354-18.0% | $125,529-7.0% | $155,188-24.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.7%+25.3pp | 80.8%+19.2pp |
| Annual return | 14.58% | 306.06%-291.5pp | 202.56%-188.0pp | 148.84%-134.3pp |
| Employer contribution / active EE | $1,875 | $3,501-46.4% | $3,058-38.7% | $4,248-55.9% |
| Participant deferral / active EE | $3,551 | $5,491-35.3% | $4,813-26.2% | $6,531-45.6% |
| Admin fee / account holder | $4,583 | $19,392-76.4% | $16,298-71.9% | $14,480-68.4% |