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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 | $195,023 | $211,239-7.7% | $178,528+9.2% | $145,877+33.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.41% | 30.22%-15.8pp | 27.11%-12.7pp | 551.28%-536.9pp |
| Employer contribution / active EE | $1,082 | $4,570-76.3% | $3,950-72.6% | $4,663-76.8% |
| Participant deferral / active EE | $2,205 | $6,963-68.3% | $6,278-64.9% | $6,691-67.0% |
| Admin fee / account holder | $3,357 | $12,095-72.2% | $10,419-67.8% | $13,402-75.0% |