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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 | $91,149 | $211,224-56.8% | $178,505-48.9% | $145,897-37.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 36.29% | 30.28%+6.0pp | 27.16%+9.1pp | 552.29%-516.0pp |
| Employer contribution / active EE | $1,112 | $4,577-75.7% | $3,955-71.9% | $4,663-76.2% |
| Participant deferral / active EE | $9,202 | $6,966+32.1% | $6,280+46.5% | $6,689+37.6% |
| Admin fee / account holder | $3,769 | $12,109-68.9% | $10,428-63.9% | $13,390-71.9% |