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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 | $211,239-38.3% | $178,528-27.0% | $145,877-10.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.77% | 30.22%-21.5pp | 27.11%-18.3pp | 551.28%-542.5pp |
| Employer contribution / active EE | $2,519 | $4,570-44.9% | $3,950-36.2% | $4,663-46.0% |
| Participant deferral / active EE | $3,170 | $6,963-54.5% | $6,278-49.5% | $6,691-52.6% |
| Admin fee / account holder | $5,826 | $12,095-51.8% | $10,419-44.1% | $13,402-56.5% |