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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 | $171,646 | $114,013+50.5% | $103,693+65.5% | $155,188+10.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 12.49% | 49.31%-36.8pp | 47.61%-35.1pp | 148.84%-136.3pp |
| Employer contribution / active EE | $1,000 | $3,131-68.1% | $2,920-65.8% | $4,248-76.5% |
| Participant deferral / active EE | $0 | $4,970-100.0% | $4,579-100.0% | $6,531-100.0% |
| Admin fee / account holder | $8,852 | $8,407+5.3% | $7,858+12.7% | $14,480-38.9% |