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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 | $127,588 | $211,239-39.6% | $178,528-28.5% | $145,877-12.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.74% | 30.22%-15.5pp | 27.11%-12.4pp | 551.28%-536.5pp |
| Employer contribution / active EE | $6,368 | $4,570+39.3% | $3,950+61.2% | $4,663+36.6% |
| Participant deferral / active EE | $8,476 | $6,963+21.7% | $6,278+35.0% | $6,691+26.7% |
| Admin fee / account holder | $73,454 | $12,095+507.3% | $10,419+605.0% | $13,402+448.1% |