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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 | $88,044 | $148,629-40.8% | $135,982-35.3% | $139,487-36.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.55% | 79.33%-65.8pp | 68.32%-54.8pp | 373.84%-360.3pp |
| Employer contribution / active EE | $3,048 | $5,247-41.9% | $4,859-37.3% | $4,755-35.9% |
| Participant deferral / active EE | $4,134 | $8,102-49.0% | $7,760-46.7% | $6,713-38.4% |
| Admin fee / account holder | $691 | $12,406-94.4% | $10,767-93.6% | $11,407-93.9% |