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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 | $138,818 | $211,288-34.3% | $178,540-22.2% | $145,884-4.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 39.10% | 30.27%+8.8pp | 27.15%+12.0pp | 551.85%-512.7pp |
| Employer contribution / active EE | $674 | $4,574-85.3% | $3,953-83.0% | $4,662-85.6% |
| Participant deferral / active EE | $6,180 | $6,967-11.3% | $6,281-1.6% | $6,690-7.6% |
| Admin fee / account holder | $55,839 | $12,105+361.3% | $10,424+435.7% | $13,392+317.0% |