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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 | $154,010 | $113,338+35.9% | $94,993+62.1% | $147,586+4.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 9.46% | 20.80%-11.3pp | 27.14%-17.7pp | 578.59%-569.1pp |
| Employer contribution / active EE | $1,941 | $3,160-38.6% | $2,603-25.4% | $4,876-60.2% |
| Participant deferral / active EE | $4,654 | $3,777+23.2% | $3,317+40.3% | $5,439-14.4% |
| Admin fee / account holder | $543 | $6,063-91.1% | $4,960-89.1% | $10,886-95.0% |