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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 | $48,649 | $148,629-67.3% | $135,982-64.2% | $139,487-65.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.71% | 79.33%-62.6pp | 68.32%-51.6pp | 373.84%-357.1pp |
| Employer contribution / active EE | $2,513 | $5,247-52.1% | $4,859-48.3% | $4,755-47.1% |
| Participant deferral / active EE | $6,950 | $8,102-14.2% | $7,760-10.4% | $6,713+3.5% |
| Admin fee / account holder | $6,207 | $12,406-50.0% | $10,767-42.4% | $11,407-45.6% |