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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 | $129,807 | $162,136-19.9% | $152,301-14.8% | $154,746-16.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 13.35% | 91.02%-77.7pp | 80.50%-67.1pp | 172.34%-159.0pp |
| Employer contribution / active EE | $3,150 | $4,890-35.6% | $4,624-31.9% | $4,379-28.1% |
| Participant deferral / active EE | $5,796 | $8,341-30.5% | $8,004-27.6% | $6,730-13.9% |
| Admin fee / account holder | $5,532 | $15,759-64.9% | $14,398-61.6% | $14,365-61.5% |