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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 | $133,206 | $185,312-28.1% | $161,489-17.5% | $154,746-13.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 16.57% | 103.84%-87.3pp | 89.72%-73.1pp | 172.34%-155.8pp |
| Employer contribution / active EE | $2,546 | $4,769-46.6% | $4,268-40.4% | $4,379-41.9% |
| Participant deferral / active EE | $6,793 | $6,350+7.0% | $5,630+20.7% | $6,730+0.9% |
| Admin fee / account holder | $4,617 | $18,654-75.2% | $16,006-71.2% | $14,365-67.9% |