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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 | $144,986 | $211,224-31.4% | $178,505-18.8% | $145,897-0.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.71% | 30.28%-16.6pp | 27.16%-13.5pp | 552.29%-538.6pp |
| Employer contribution / active EE | $1,578 | $4,577-65.5% | $3,955-60.1% | $4,663-66.2% |
| Participant deferral / active EE | $9,885 | $6,966+41.9% | $6,280+57.4% | $6,689+47.8% |
| Admin fee / account holder | $1,551 | $12,109-87.2% | $10,428-85.1% | $13,390-88.4% |