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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 | $84,016 | $110,337-23.9% | $102,383-17.9% | $145,877-42.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 29.24% | 24.83%+4.4pp | 24.94%+4.3pp | 551.28%-522.0pp |
| Employer contribution / active EE | $1,982 | $4,216-53.0% | $3,870-48.8% | $4,663-57.5% |
| Participant deferral / active EE | $2,765 | $5,621-50.8% | $5,060-45.3% | $6,691-58.7% |
| Admin fee / account holder | $584 | $9,750-94.0% | $8,391-93.0% | $13,402-95.6% |