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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 | $211,105-38.4% | $178,449-27.1% | $145,978-10.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.16% | 30.19%-15.0pp | 27.09%-11.9pp | 550.52%-535.4pp |
| Employer contribution / active EE | $3,964 | $4,569-13.2% | $3,951+0.3% | $4,662-15.0% |
| Participant deferral / active EE | $10,722 | $6,959+54.1% | $6,277+70.8% | $6,690+60.3% |
| Admin fee / account holder | $1,093 | $12,017-90.9% | $10,362-89.5% | $13,400-91.8% |