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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 | $132,879 | $86,294+54.0% | $111,303+19.4% | $85,856+54.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 16.14% | 19.99%-3.8pp | 54.66%-38.5pp | 318.58%-302.4pp |
| Employer contribution / active EE | $2,379 | $2,043+16.4% | $2,731-12.9% | $2,565-7.3% |
| Participant deferral / active EE | $3,642 | $3,6410% | $4,487-18.8% | $3,952-7.8% |
| Admin fee / account holder | $1,851 | $8,189-77.4% | $7,966-76.8% | $6,261-70.4% |