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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 | $164,824 | $227,399-27.5% | $189,758-13.1% | $198,609-17.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 20.02% | 61.03%-41.0pp | 52.62%-32.6pp | 202.70%-182.7pp |
| Employer contribution / active EE | $4,409 | $5,526-20.2% | $4,767-7.5% | $5,055-12.8% |
| Participant deferral / active EE | $4,115 | $6,837-39.8% | $5,856-29.7% | $6,977-41.0% |
| Admin fee / account holder | $1,391 | $25,162-94.5% | $20,388-93.2% | $19,030-92.7% |