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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 | $124,084 | $196,972-37.0% | $182,262-31.9% | $198,609-37.5% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 16.22% | 158.27%-142.1pp | 140.60%-124.4pp | 202.70%-186.5pp |
| Employer contribution / active EE | $2,959 | $5,364-44.8% | $5,046-41.4% | $5,055-41.5% |
| Participant deferral / active EE | $6,068 | $8,643-29.8% | $8,276-26.7% | $6,977-13.0% |
| Admin fee / account holder | $1,541 | $18,429-91.6% | $16,712-90.8% | $19,030-91.9% |