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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 | $160,077 | $124,314+28.8% | $109,163+46.6% | $167,518-4.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 14.23% | 26.04%-11.8pp | 25.75%-11.5pp | 478.71%-464.5pp |
| Employer contribution / active EE | $1,751 | $4,209-58.4% | $3,723-52.9% | $4,838-63.8% |
| Participant deferral / active EE | $3,071 | $5,256-41.6% | $4,654-34.0% | $6,342-51.6% |
| Admin fee / account holder | $5,350 | $7,973-32.9% | $6,754-20.8% | $12,312-56.6% |