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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 | $124,574 | $181,062-31.2% | $158,223-21.3% | $155,188-19.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 19.12% | 57.39%-38.3pp | 52.09%-33.0pp | 148.84%-129.7pp |
| Employer contribution / active EE | $3,438 | $4,565-24.7% | $4,109-16.3% | $4,248-19.1% |
| Participant deferral / active EE | $7,515 | $6,134+22.5% | $5,467+37.5% | $6,531+15.1% |
| Admin fee / account holder | $1,111 | $18,825-94.1% | $16,047-93.1% | $14,480-92.3% |