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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 | $128,827 | $174,379-26.1% | $152,093-15.3% | $138,895-7.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 19.65% | 74.86%-55.2pp | 66.36%-46.7pp | 145.39%-125.7pp |
| Employer contribution / active EE | $2,891 | $4,652-37.9% | $4,175-30.8% | $4,194-31.1% |
| Participant deferral / active EE | $6,000 | $6,159-2.6% | $5,451+10.1% | $6,396-6.2% |
| Admin fee / account holder | $18,674 | $16,880+10.6% | $14,497+28.8% | $12,562+48.7% |