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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 | $108,967 | $172,111-36.7% | $150,298-27.5% | $137,256-20.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 17.00% | 69.37%-52.4pp | 62.79%-45.8pp | 220.34%-203.3pp |
| Employer contribution / active EE | $1,534 | $4,636-66.9% | $4,154-63.1% | $4,156-63.1% |
| Participant deferral / active EE | $3,422 | $6,166-44.5% | $5,453-37.2% | $6,407-46.6% |
| Admin fee / account holder | $1,642 | $16,471-90.0% | $14,116-88.4% | $12,270-86.6% |