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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 | $97,691 | $165,399-40.9% | $149,745-34.8% | $158,982-38.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.44% | 348.34%-334.9pp | 276.72%-263.3pp | 302.99%-289.6pp |
| Employer contribution / active EE | $1,954 | $5,105-61.7% | $4,646-57.9% | $4,763-59.0% |
| Participant deferral / active EE | $5,181 | $7,183-27.9% | $6,843-24.3% | $5,983-13.4% |
| Admin fee / account holder | $7,226 | $10,811-33.2% | $9,312-22.4% | $11,252-35.8% |