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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 | $153,839 | $208,088-26.1% | $186,193-17.4% | $154,746-0.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 19.01% | 89.97%-71.0pp | 78.03%-59.0pp | 172.34%-153.3pp |
| Employer contribution / active EE | $2,004 | $4,340-53.8% | $3,918-48.9% | $4,379-54.2% |
| Participant deferral / active EE | $8,997 | $7,078+27.1% | $6,513+38.1% | $6,730+33.7% |
| Admin fee / account holder | $2,213 | $11,698-81.1% | $11,058-80.0% | $14,365-84.6% |