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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 | $128,459 | $86,298+48.9% | $111,308+15.4% | $85,847+49.6% |
| Participation rate | 93.5% | 73.3%+20.2pp | 77.3%+16.2pp | 69.3%+24.2pp |
| Annual return | 15.27% | 19.99%-4.7pp | 54.67%-39.4pp | 318.61%-303.3pp |
| Employer contribution / active EE | $1,290 | $2,044-36.9% | $2,732-52.8% | $2,565-49.7% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,227 | $8,189-85.0% | $7,965-84.6% | $6,261-80.4% |