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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 | $116,410 | $139,948-16.8% | $121,663-4.3% | $154,746-24.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 17.04% | 230.52%-213.5pp | 147.54%-130.5pp | 172.34%-155.3pp |
| Employer contribution / active EE | $1,734 | $3,521-50.8% | $3,020-42.6% | $4,379-60.4% |
| Participant deferral / active EE | $2,399 | $5,629-57.4% | $4,887-50.9% | $6,730-64.4% |
| Admin fee / account holder | $548 | $17,321-96.8% | $14,289-96.2% | $14,365-96.2% |