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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 | $160,775 | $174,379-7.8% | $152,093+5.7% | $138,895+15.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 13.19% | 74.86%-61.7pp | 66.36%-53.2pp | 145.39%-132.2pp |
| Employer contribution / active EE | $2,392 | $4,652-48.6% | $4,175-42.7% | $4,194-43.0% |
| Participant deferral / active EE | $5,173 | $6,159-16.0% | $5,451-5.1% | $6,396-19.1% |
| Admin fee / account holder | $9,910 | $16,880-41.3% | $14,497-31.6% | $12,562-21.1% |