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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 | $127,550 | $211,239-39.6% | $178,528-28.6% | $145,877-12.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.70% | 30.22%-17.5pp | 27.11%-14.4pp | 551.28%-538.6pp |
| Employer contribution / active EE | $2,734 | $4,570-40.2% | $3,950-30.8% | $4,663-41.4% |
| Participant deferral / active EE | $9,217 | $6,963+32.4% | $6,278+46.8% | $6,691+37.8% |
| Admin fee / account holder | $17,213 | $12,095+42.3% | $10,419+65.2% | $13,402+28.4% |