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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 | $137,378 | $185,312-25.9% | $161,489-14.9% | $154,746-11.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 15.96% | 103.84%-87.9pp | 89.72%-73.8pp | 172.34%-156.4pp |
| Employer contribution / active EE | $6,174 | $4,769+29.5% | $4,268+44.7% | $4,379+41.0% |
| Participant deferral / active EE | $3,741 | $6,350-41.1% | $5,630-33.6% | $6,730-44.4% |
| Admin fee / account holder | $1,871 | $18,654-90.0% | $16,006-88.3% | $14,365-87.0% |