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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 | $145,538 | $178,174-18.3% | $156,181-6.8% | $137,256+6.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 16.94% | 84.19%-67.2pp | 64.87%-47.9pp | 220.34%-203.4pp |
| Employer contribution / active EE | $1,946 | $4,972-60.9% | $4,294-54.7% | $4,156-53.2% |
| Participant deferral / active EE | $2,315 | $6,888-66.4% | $6,132-62.2% | $6,407-63.9% |
| Admin fee / account holder | $492 | $17,404-97.2% | $14,586-96.6% | $12,270-96.0% |