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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 | $80,632 | $174,379-53.8% | $152,093-47.0% | $138,895-41.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 16.29% | 74.86%-58.6pp | 66.36%-50.1pp | 145.39%-129.1pp |
| Employer contribution / active EE | $2,643 | $4,652-43.2% | $4,175-36.7% | $4,194-37.0% |
| Participant deferral / active EE | $4,926 | $6,159-20.0% | $5,451-9.6% | $6,396-23.0% |
| Admin fee / account holder | $5,864 | $16,880-65.3% | $14,497-59.5% | $12,562-53.3% |