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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 | $111,422 | $53,837+107.0% | $75,714+47.2% | $85,847+29.8% |
| Participation rate | 94.1% | 69.1%+25.1pp | 74.8%+19.3pp | 69.3%+24.8pp |
| Annual return | 18.90% | 24.54%-5.6pp | 104.62%-85.7pp | 318.61%-299.7pp |
| Employer contribution / active EE | $1,058 | $2,017-47.6% | $2,744-61.4% | $2,565-58.8% |
| Participant deferral / active EE | $1,214 | $2,895-58.1% | $3,820-68.2% | $3,952-69.3% |
| Admin fee / account holder | $1,250 | $3,339-62.6% | $3,619-65.5% | $6,261-80.0% |