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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 | $133,939 | $185,312-27.7% | $161,489-17.1% | $154,746-13.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 16.81% | 103.84%-87.0pp | 89.72%-72.9pp | 172.34%-155.5pp |
| Employer contribution / active EE | $3,135 | $4,769-34.3% | $4,268-26.6% | $4,379-28.4% |
| Participant deferral / active EE | $5,103 | $6,350-19.6% | $5,630-9.4% | $6,730-24.2% |
| Admin fee / account holder | $1,440 | $18,654-92.3% | $16,006-91.0% | $14,365-90.0% |