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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 | $129,488 | $174,379-25.7% | $152,093-14.9% | $138,895-6.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 15.28% | 74.86%-59.6pp | 66.36%-51.1pp | 145.39%-130.1pp |
| Employer contribution / active EE | $2,121 | $4,652-54.4% | $4,175-49.2% | $4,194-49.4% |
| Participant deferral / active EE | $4,645 | $6,159-24.6% | $5,451-14.8% | $6,396-27.4% |
| Admin fee / account holder | $2,207 | $16,880-86.9% | $14,497-84.8% | $12,562-82.4% |