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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 | $113,228 | $196,972-42.5% | $182,262-37.9% | $198,609-43.0% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 20.61% | 158.27%-137.7pp | 140.60%-120.0pp | 202.70%-182.1pp |
| Employer contribution / active EE | $3,207 | $5,364-40.2% | $5,046-36.4% | $5,055-36.6% |
| Participant deferral / active EE | $10,364 | $8,643+19.9% | $8,276+25.2% | $6,977+48.6% |
| Admin fee / account holder | $1,479 | $18,429-92.0% | $16,712-91.1% | $19,030-92.2% |