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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 | $121,403 | $227,633-46.7% | $189,597-36.0% | $167,553-27.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 14.36% | 78.45%-64.1pp | 64.20%-49.8pp | 478.89%-464.5pp |
| Employer contribution / active EE | $747 | $5,317-86.0% | $4,412-83.1% | $4,840-84.6% |
| Participant deferral / active EE | $2,733 | $7,003-61.0% | $6,174-55.7% | $6,343-56.9% |
| Admin fee / account holder | $3,391 | $11,879-71.5% | $9,807-65.4% | $12,316-72.5% |