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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 | $147,028 | $106,280+38.3% | $96,538+52.3% | $139,487+5.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.26% | 38.48%-23.2pp | 35.74%-20.5pp | 373.84%-358.6pp |
| Employer contribution / active EE | $1,444 | $4,107-64.9% | $3,740-61.4% | $4,755-69.6% |
| Participant deferral / active EE | $4,292 | $5,457-21.4% | $4,880-12.1% | $6,713-36.1% |
| Admin fee / account holder | $1,996 | $7,888-74.7% | $6,737-70.4% | $11,407-82.5% |