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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 | $108,374 | $148,629-27.1% | $135,982-20.3% | $139,487-22.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.24% | 79.33%-59.1pp | 68.32%-48.1pp | 373.84%-353.6pp |
| Employer contribution / active EE | $1,923 | $5,247-63.3% | $4,859-60.4% | $4,755-59.6% |
| Participant deferral / active EE | $8,007 | $8,102-1.2% | $7,760+3.2% | $6,713+19.3% |
| Admin fee / account holder | $4,439 | $12,406-64.2% | $10,767-58.8% | $11,407-61.1% |