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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 | $111,951 | $182,442-38.6% | $163,379-31.5% | $138,895-19.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 16.86% | 72.74%-55.9pp | 63.41%-46.5pp | 145.39%-128.5pp |
| Employer contribution / active EE | $2,246 | $4,159-46.0% | $3,752-40.1% | $4,194-46.4% |
| Participant deferral / active EE | $4,681 | $6,817-31.3% | $6,282-25.5% | $6,396-26.8% |
| Admin fee / account holder | $1,586 | $10,396-84.7% | $9,818-83.8% | $12,562-87.4% |