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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 | $166,876 | $185,312-9.9% | $161,489+3.3% | $154,746+7.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 19.77% | 103.84%-84.1pp | 89.72%-70.0pp | 172.34%-152.6pp |
| Employer contribution / active EE | $3,279 | $4,769-31.2% | $4,268-23.2% | $4,379-25.1% |
| Participant deferral / active EE | $5,181 | $6,350-18.4% | $5,630-8.0% | $6,730-23.0% |
| Admin fee / account holder | $1,058 | $18,654-94.3% | $16,006-93.4% | $14,365-92.6% |