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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 | $185,312-41.2% | $161,489-32.5% | $154,746-29.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 17.00% | 103.84%-86.8pp | 89.72%-72.7pp | 172.34%-155.3pp |
| Employer contribution / active EE | $1,534 | $4,769-67.8% | $4,268-64.1% | $4,379-65.0% |
| Participant deferral / active EE | $3,422 | $6,350-46.1% | $5,630-39.2% | $6,730-49.2% |
| Admin fee / account holder | $1,642 | $18,654-91.2% | $16,006-89.7% | $14,365-88.6% |