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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 | $169,430 | $110,410+53.5% | $102,437+65.4% | $145,897+16.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.46% | 24.85%-10.4pp | 24.95%-10.5pp | 552.29%-537.8pp |
| Employer contribution / active EE | $1,761 | $4,217-58.2% | $3,871-54.5% | $4,663-62.2% |
| Participant deferral / active EE | $4,379 | $5,622-22.1% | $5,060-13.5% | $6,689-34.5% |
| Admin fee / account holder | $2,516 | $9,745-74.2% | $8,388-70.0% | $13,390-81.2% |