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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 | $134,100 | $196,972-31.9% | $182,262-26.4% | $198,609-32.5% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 14.17% | 158.27%-144.1pp | 140.60%-126.4pp | 202.70%-188.5pp |
| Employer contribution / active EE | $1,452 | $5,364-72.9% | $5,046-71.2% | $5,055-71.3% |
| Participant deferral / active EE | $6,913 | $8,643-20.0% | $8,276-16.5% | $6,977-0.9% |
| Admin fee / account holder | $739 | $18,429-96.0% | $16,712-95.6% | $19,030-96.1% |