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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 | $124,863 | $211,288-40.9% | $178,540-30.1% | $145,884-14.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.01% | 30.27%-19.3pp | 27.15%-16.1pp | 551.85%-540.8pp |
| Employer contribution / active EE | $2,568 | $4,574-43.9% | $3,953-35.0% | $4,662-44.9% |
| Participant deferral / active EE | $1,901 | $6,967-72.7% | $6,281-69.7% | $6,690-71.6% |
| Admin fee / account holder | $3,805 | $12,105-68.6% | $10,424-63.5% | $13,392-71.6% |