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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 | $85,293 | $148,629-42.6% | $135,982-37.3% | $139,487-38.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.13% | 79.33%-61.2pp | 68.32%-50.2pp | 373.84%-355.7pp |
| Employer contribution / active EE | $9,060 | $5,247+72.7% | $4,859+86.5% | $4,755+90.5% |
| Participant deferral / active EE | $9,833 | $8,102+21.4% | $7,760+26.7% | $6,713+46.5% |
| Admin fee / account holder | $4,726 | $12,406-61.9% | $10,767-56.1% | $11,407-58.6% |