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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 | $87,470 | $148,623-41.1% | $135,974-35.7% | $139,466-37.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.04% | 79.30%-59.3pp | 68.30%-48.3pp | 373.66%-353.6pp |
| Employer contribution / active EE | $1,644 | $5,246-68.7% | $4,859-66.2% | $4,754-65.4% |
| Participant deferral / active EE | $5,411 | $8,103-33.2% | $7,760-30.3% | $6,712-19.4% |
| Admin fee / account holder | $2,987 | $12,406-75.9% | $10,767-72.3% | $11,409-73.8% |