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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 | $180,382 | $64,311+180.5% | $57,356+214.5% | $125,389+43.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 1.28% | 25.14%-23.9pp | 24.41%-23.1pp | 282.24%-281.0pp |
| Employer contribution / active EE | $8,033 | $3,193+151.6% | $2,689+198.8% | $4,866+65.1% |
| Participant deferral / active EE | $9,039 | $3,846+135.0% | $3,162+185.9% | $5,352+68.9% |
| Admin fee / account holder | $3,218 | $5,243-38.6% | $3,357-4.1% | $9,541-66.3% |