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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 | $136,200 | $174,379-21.9% | $152,093-10.4% | $138,895-1.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 14.22% | 74.86%-60.6pp | 66.36%-52.1pp | 145.39%-131.2pp |
| Employer contribution / active EE | $7,324 | $4,652+57.4% | $4,175+75.4% | $4,194+74.6% |
| Participant deferral / active EE | $3,633 | $6,159-41.0% | $5,451-33.4% | $6,396-43.2% |
| Admin fee / account holder | $1,355 | $16,880-92.0% | $14,497-90.7% | $12,562-89.2% |