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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 | $174,430 | $118,875+46.7% | $96,572+80.6% | $167,553+4.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 9.56% | 50.50%-40.9pp | 37.79%-28.2pp | 478.89%-469.3pp |
| Employer contribution / active EE | $961 | $3,121-69.2% | $2,357-59.2% | $4,840-80.1% |
| Participant deferral / active EE | $2,828 | $4,617-38.8% | $3,850-26.6% | $6,343-55.4% |
| Admin fee / account holder | $1,213 | $8,070-85.0% | $6,183-80.4% | $12,316-90.1% |