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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 | $128,300 | $185,312-30.8% | $161,489-20.6% | $154,746-17.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 19.48% | 103.84%-84.4pp | 89.72%-70.2pp | 172.34%-152.9pp |
| Employer contribution / active EE | $2,432 | $4,769-49.0% | $4,268-43.0% | $4,379-44.5% |
| Participant deferral / active EE | $5,614 | $6,350-11.6% | $5,630-0.3% | $6,730-16.6% |
| Admin fee / account holder | $7,286 | $18,654-60.9% | $16,006-54.5% | $14,365-49.3% |