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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 | $110,982 | $154,228-28.0% | $145,433-23.7% | $137,256-19.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 28.46% | 74.59%-46.1pp | 66.58%-38.1pp | 220.34%-191.9pp |
| Employer contribution / active EE | $5,000 | $4,804+4.1% | $4,554+9.8% | $4,156+20.3% |
| Participant deferral / active EE | $8,701 | $8,216+5.9% | $7,897+10.2% | $6,407+35.8% |
| Admin fee / account holder | $5,896 | $14,344-58.9% | $13,129-55.1% | $12,270-52.0% |