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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 | $216,587 | $104,251+107.8% | $91,004+138.0% | $147,586+46.8% |
| Participation rate | 91.3% | 78.2%+13.1pp | 75.6%+15.7pp | 82.8%+8.5pp |
| Annual return | 16.63% | 27.06%-10.4pp | 4.60%+12.0pp | 578.59%-562.0pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,456-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $7,438 | $4,195+77.3% | $3,548+109.7% | $5,439+36.8% |
| Admin fee / account holder | $737 | $8,948-91.8% | $5,417-86.4% | $10,886-93.2% |