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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 | $181,016 | $196,972-8.1% | $182,262-0.7% | $198,609-8.9% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 14.60% | 158.27%-143.7pp | 140.60%-126.0pp | 202.70%-188.1pp |
| Employer contribution / active EE | $1,640 | $5,364-69.4% | $5,046-67.5% | $5,055-67.6% |
| Participant deferral / active EE | $6,780 | $8,643-21.6% | $8,276-18.1% | $6,977-2.8% |
| Admin fee / account holder | $1,642 | $18,429-91.1% | $16,712-90.2% | $19,030-91.4% |