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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 | $122,735 | $93,346+31.5% | $71,796+71.0% | $273,972-55.2% |
| Participation rate | 91.7% | 76.5%+15.1pp | 69.1%+22.6pp | 83.0%+8.7pp |
| Annual return | 8.82% | 130.39%-121.6pp | 78.04%-69.2pp | 41.46%-32.6pp |
| Employer contribution / active EE | $801 | $2,733-70.7% | $1,924-58.4% | $4,869-83.6% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $427 | $6,571-93.5% | $4,815-91.1% | $10,133-95.8% |