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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 | $169,718 | $123,155+37.8% | $108,753+56.1% | $155,188+9.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 14.21% | 44.73%-30.5pp | 37.47%-23.3pp | 148.84%-134.6pp |
| Employer contribution / active EE | $1,075 | $2,811-61.8% | $2,427-55.7% | $4,248-74.7% |
| Participant deferral / active EE | $2,499 | $4,623-45.9% | $4,115-39.3% | $6,531-61.7% |
| Admin fee / account holder | $1,177 | $12,126-90.3% | $10,320-88.6% | $14,480-91.9% |