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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 | $160,105 | $174,379-8.2% | $152,093+5.3% | $138,895+15.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 12.80% | 74.86%-62.1pp | 66.36%-53.6pp | 145.39%-132.6pp |
| Employer contribution / active EE | $1,236 | $4,652-73.4% | $4,175-70.4% | $4,194-70.5% |
| Participant deferral / active EE | $4,009 | $6,159-34.9% | $5,451-26.5% | $6,396-37.3% |
| Admin fee / account holder | $1,600 | $16,880-90.5% | $14,497-89.0% | $12,562-87.3% |