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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 | $125,125 | $174,379-28.2% | $152,093-17.7% | $138,895-9.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 28.53% | 74.86%-46.3pp | 66.36%-37.8pp | 145.39%-116.9pp |
| Employer contribution / active EE | $1,804 | $4,652-61.2% | $4,175-56.8% | $4,194-57.0% |
| Participant deferral / active EE | $6,889 | $6,159+11.8% | $5,451+26.4% | $6,396+7.7% |
| Admin fee / account holder | $26,787 | $16,880+58.7% | $14,497+84.8% | $12,562+113.2% |