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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 | $130,282 | $211,224-38.3% | $178,505-27.0% | $145,897-10.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.77% | 30.28%-21.5pp | 27.16%-18.4pp | 552.29%-543.5pp |
| Employer contribution / active EE | $2,519 | $4,577-45.0% | $3,955-36.3% | $4,663-46.0% |
| Participant deferral / active EE | $3,170 | $6,966-54.5% | $6,280-49.5% | $6,689-52.6% |
| Admin fee / account holder | $5,826 | $12,109-51.9% | $10,428-44.1% | $13,390-56.5% |