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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 | $118,869+46.7% | $96,575+80.6% | $167,518+4.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 9.56% | 50.49%-40.9pp | 37.79%-28.2pp | 478.71%-469.1pp |
| Employer contribution / active EE | $961 | $3,120-69.2% | $2,357-59.2% | $4,838-80.1% |
| Participant deferral / active EE | $2,828 | $4,616-38.7% | $3,849-26.5% | $6,342-55.4% |
| Admin fee / account holder | $1,213 | $8,067-85.0% | $6,182-80.4% | $12,312-90.1% |