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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 | $128,176 | $109,904+16.6% | $97,167+31.9% | $145,959-12.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 9.73% | 243.43%-233.7pp | 75.27%-65.5pp | 561.95%-552.2pp |
| Employer contribution / active EE | $894 | $3,084-71.0% | $2,729-67.2% | $4,661-80.8% |
| Participant deferral / active EE | $2,668 | $4,676-43.0% | $4,264-37.4% | $6,689-60.1% |
| Admin fee / account holder | $1,270 | $6,216-79.6% | $5,650-77.5% | $13,398-90.5% |