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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 | $78,319 | $81,208-3.6% | $98,920-20.8% | $79,852-1.9% |
| Participation rate | 95.7% | 72.5%+23.1pp | 76.0%+19.6pp | 69.6%+26.0pp |
| Annual return | 12.14% | 60.99%-48.9pp | 196.47%-184.3pp | 31.72%-19.6pp |
| Employer contribution / active EE | $518 | $1,960-73.6% | $2,689-80.7% | $2,471-79.0% |
| Participant deferral / active EE | $4,671 | $3,265+43.1% | $4,245+10.0% | $3,740+24.9% |
| Admin fee / account holder | $15,232 | $6,013+153.3% | $6,643+129.3% | $5,306+187.1% |