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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 | $91,983 | $124,330-26.0% | $109,173-15.7% | $167,536-45.1% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 18.63% | 26.04%-7.4pp | 25.75%-7.1pp | 478.82%-460.2pp |
| Employer contribution / active EE | $1,604 | $4,209-61.9% | $3,723-56.9% | $4,839-66.9% |
| Participant deferral / active EE | $4,490 | $5,256-14.6% | $4,654-3.5% | $6,342-29.2% |
| Admin fee / account holder | $721 | $7,974-91.0% | $6,755-89.3% | $12,315-94.1% |