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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 | $69,308 | $228,395-69.7% | $185,861-62.7% | $158,982-56.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 5.62% | 40.82%-35.2pp | 35.96%-30.3pp | 302.99%-297.4pp |
| Employer contribution / active EE | $834 | $4,968-83.2% | $4,088-79.6% | $4,763-82.5% |
| Participant deferral / active EE | $18,494 | $6,417+188.2% | $5,634+228.3% | $5,983+209.1% |
| Admin fee / account holder | $25,504 | $11,869+114.9% | $9,503+168.4% | $11,252+126.7% |