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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 | $216,437 | $162,967+32.8% | $135,792+59.4% | $138,895+55.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.6%+27.4pp | 79.9%+20.1pp |
| Annual return | 0.00% | 30.08%-30.1pp | 25.96%-26.0pp | 145.39%-145.4pp |
| Employer contribution / active EE | $1,776 | $4,211-57.8% | $3,496-49.2% | $4,194-57.7% |
| Participant deferral / active EE | $1,413 | $5,640-74.9% | $4,759-70.3% | $6,396-77.9% |
| Admin fee / account holder | $641 | $15,306-95.8% | $12,266-94.8% | $12,562-94.9% |