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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 | $59,556 | $148,623-59.9% | $135,974-56.2% | $139,466-57.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.51% | 79.30%-62.8pp | 68.30%-51.8pp | 373.66%-357.2pp |
| Employer contribution / active EE | $1,670 | $5,246-68.2% | $4,859-65.6% | $4,754-64.9% |
| Participant deferral / active EE | $4,338 | $8,103-46.5% | $7,760-44.1% | $6,712-35.4% |
| Admin fee / account holder | $7,363 | $12,406-40.6% | $10,767-31.6% | $11,409-35.5% |