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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 | $130,020 | $211,239-38.4% | $178,528-27.2% | $145,877-10.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.41% | 30.22%-15.8pp | 27.11%-12.7pp | 551.28%-536.9pp |
| Employer contribution / active EE | $3,548 | $4,570-22.4% | $3,950-10.2% | $4,663-23.9% |
| Participant deferral / active EE | $21,633 | $6,963+210.7% | $6,278+244.6% | $6,691+223.3% |
| Admin fee / account holder | $771 | $12,095-93.6% | $10,419-92.6% | $13,402-94.2% |