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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 | $119,528 | $178,174-32.9% | $156,181-23.5% | $137,256-12.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 12.93% | 84.19%-71.3pp | 64.87%-51.9pp | 220.34%-207.4pp |
| Employer contribution / active EE | $1,523 | $4,972-69.4% | $4,294-64.5% | $4,156-63.4% |
| Participant deferral / active EE | $2,244 | $6,888-67.4% | $6,132-63.4% | $6,407-65.0% |
| Admin fee / account holder | $692 | $17,404-96.0% | $14,586-95.3% | $12,270-94.4% |