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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 | $139,504 | $174,379-20.0% | $152,093-8.3% | $138,895+0.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 18.24% | 74.86%-56.6pp | 66.36%-48.1pp | 145.39%-127.2pp |
| Employer contribution / active EE | $1,991 | $4,652-57.2% | $4,175-52.3% | $4,194-52.5% |
| Participant deferral / active EE | $4,490 | $6,159-27.1% | $5,451-17.6% | $6,396-29.8% |
| Admin fee / account holder | $2,995 | $16,880-82.3% | $14,497-79.3% | $12,562-76.2% |