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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 | $110,042 | $48,364+127.5% | $71,796+53.3% | $62,881+75.0% |
| Participation rate | 98.4% | 60.6%+37.8pp | 69.1%+29.3pp | 69.3%+29.1pp |
| Annual return | 8.45% | 13.16%-4.7pp | 78.04%-69.6pp | 20.14%-11.7pp |
| Employer contribution / active EE | $928 | $1,042-10.9% | $1,924-51.8% | $2,281-59.3% |
| Participant deferral / active EE | $0 | $2,091-100.0% | $2,794-100.0% | $3,203-100.0% |
| Admin fee / account holder | $561 | $3,771-85.1% | $4,815-88.3% | $4,296-86.9% |