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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 | $121,221 | $211,239-42.6% | $178,528-32.1% | $145,877-16.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.46% | 30.22%-21.8pp | 27.11%-18.6pp | 551.28%-542.8pp |
| Employer contribution / active EE | $821 | $4,570-82.0% | $3,950-79.2% | $4,663-82.4% |
| Participant deferral / active EE | $2,164 | $6,963-68.9% | $6,278-65.5% | $6,691-67.7% |
| Admin fee / account holder | $34,177 | $12,095+182.6% | $10,419+228.0% | $13,402+155.0% |