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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 | $111,066 | $157,276-29.4% | $141,177-21.3% | $152,885-27.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.72% | 64.33%-45.6pp | 71.40%-52.7pp | 345.39%-326.7pp |
| Employer contribution / active EE | $1,282 | $5,262-75.6% | $4,736-72.9% | $4,763-73.1% |
| Participant deferral / active EE | $3,032 | $7,110-57.4% | $6,710-54.8% | $5,851-48.2% |
| Admin fee / account holder | $28,761 | $12,123+137.2% | $10,263+180.2% | $11,598+148.0% |