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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 | $137,322 | $211,288-35.0% | $178,540-23.1% | $145,884-5.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.74% | 30.27%-12.5pp | 27.15%-9.4pp | 551.85%-534.1pp |
| Employer contribution / active EE | $4,745 | $4,574+3.7% | $3,953+20.0% | $4,662+1.8% |
| Participant deferral / active EE | $6,163 | $6,967-11.5% | $6,281-1.9% | $6,690-7.9% |
| Admin fee / account holder | $1,305 | $12,105-89.2% | $10,424-87.5% | $13,392-90.3% |