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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 | $123,573 | $162,136-23.8% | $152,301-18.9% | $154,746-20.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 17.54% | 91.02%-73.5pp | 80.50%-63.0pp | 172.34%-154.8pp |
| Employer contribution / active EE | $6,125 | $4,890+25.2% | $4,624+32.4% | $4,379+39.9% |
| Participant deferral / active EE | $6,125 | $8,341-26.6% | $8,004-23.5% | $6,730-9.0% |
| Admin fee / account holder | $2,507 | $15,759-84.1% | $14,398-82.6% | $14,365-82.5% |