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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 | $109,967+16.6% | $97,197+31.9% | $145,877-12.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 9.73% | 244.27%-234.5pp | 75.47%-65.7pp | 551.28%-541.6pp |
| Employer contribution / active EE | $894 | $3,077-70.9% | $2,723-67.2% | $4,663-80.8% |
| Participant deferral / active EE | $2,668 | $4,676-43.0% | $4,263-37.4% | $6,691-60.1% |
| Admin fee / account holder | $1,270 | $6,199-79.5% | $5,637-77.5% | $13,402-90.5% |