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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 | $84,599 | $149,679-43.5% | $117,039-27.7% | $147,586-42.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 19.87% | 19.31%+0.6pp | 18.95%+0.9pp | 578.59%-558.7pp |
| Employer contribution / active EE | $1,570 | $4,937-68.2% | $3,785-58.5% | $4,876-67.8% |
| Participant deferral / active EE | $3,893 | $4,912-20.7% | $3,929-0.9% | $5,439-28.4% |
| Admin fee / account holder | $1,939 | $7,856-75.3% | $5,974-67.5% | $10,886-82.2% |