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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 | $124,015 | $185,312-33.1% | $161,489-23.2% | $154,746-19.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 15.13% | 103.84%-88.7pp | 89.72%-74.6pp | 172.34%-157.2pp |
| Employer contribution / active EE | $1,556 | $4,769-67.4% | $4,268-63.5% | $4,379-64.5% |
| Participant deferral / active EE | $5,085 | $6,350-19.9% | $5,630-9.7% | $6,730-24.4% |
| Admin fee / account holder | $1,702 | $18,654-90.9% | $16,006-89.4% | $14,365-88.2% |