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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 | $158,541 | $197,637-19.8% | $177,848-10.9% | $158,982-0.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 12.01% | 58.77%-46.8pp | 48.33%-36.3pp | 302.99%-291.0pp |
| Employer contribution / active EE | $2,949 | $6,698-56.0% | $5,919-50.2% | $4,763-38.1% |
| Participant deferral / active EE | $5,621 | $8,405-33.1% | $7,714-27.1% | $5,983-6.1% |
| Admin fee / account holder | $4,272 | $15,406-72.3% | $12,431-65.6% | $11,252-62.0% |