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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 | $120,453 | $181,062-33.5% | $158,223-23.9% | $155,188-22.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 17.49% | 57.39%-39.9pp | 52.09%-34.6pp | 148.84%-131.3pp |
| Employer contribution / active EE | $4,000 | $4,565-12.4% | $4,109-2.6% | $4,248-5.8% |
| Participant deferral / active EE | $0 | $6,134-100.0% | $5,467-100.0% | $6,531-100.0% |
| Admin fee / account holder | $798 | $18,825-95.8% | $16,047-95.0% | $14,480-94.5% |