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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 | $92,221 | $148,629-38.0% | $135,982-32.2% | $139,487-33.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 28.07% | 79.33%-51.3pp | 68.32%-40.3pp | 373.84%-345.8pp |
| Employer contribution / active EE | $4,463 | $5,247-14.9% | $4,859-8.2% | $4,755-6.1% |
| Participant deferral / active EE | $14,007 | $8,102+72.9% | $7,760+80.5% | $6,713+108.7% |
| Admin fee / account holder | $470 | $12,406-96.2% | $10,767-95.6% | $11,407-95.9% |