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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 | $145,293 | $110,303+31.7% | $95,759+51.7% | $139,487+4.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 39.25% | 27.19%+12.1pp | 28.42%+10.8pp | 373.84%-334.6pp |
| Employer contribution / active EE | $2,305 | $3,261-29.3% | $2,836-18.7% | $4,755-51.5% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,244-100.0% | $6,713-100.0% |
| Admin fee / account holder | $4,138 | $6,615-37.4% | $5,678-27.1% | $11,407-63.7% |