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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 | $95,028 | $148,623-36.1% | $135,974-30.1% | $139,466-31.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.72% | 79.30%-63.6pp | 68.30%-52.6pp | 373.66%-357.9pp |
| Employer contribution / active EE | $2,514 | $5,246-52.1% | $4,859-48.3% | $4,754-47.1% |
| Participant deferral / active EE | $8,086 | $8,103-0.2% | $7,760+4.2% | $6,712+20.5% |
| Admin fee / account holder | $2,251 | $12,406-81.9% | $10,767-79.1% | $11,409-80.3% |