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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 | $130,119 | $211,288-38.4% | $178,540-27.1% | $145,884-10.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.16% | 30.27%-15.1pp | 27.15%-12.0pp | 551.85%-536.7pp |
| Employer contribution / active EE | $3,964 | $4,574-13.3% | $3,953+0.3% | $4,662-15.0% |
| Participant deferral / active EE | $10,722 | $6,967+53.9% | $6,281+70.7% | $6,690+60.3% |
| Admin fee / account holder | $1,093 | $12,105-91.0% | $10,424-89.5% | $13,392-91.8% |