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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 | $68,110 | $148,629-54.2% | $135,982-49.9% | $139,487-51.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 24.12% | 79.33%-55.2pp | 68.32%-44.2pp | 373.84%-349.7pp |
| Employer contribution / active EE | $2,269 | $5,247-56.8% | $4,859-53.3% | $4,755-52.3% |
| Participant deferral / active EE | $13,163 | $8,102+62.5% | $7,760+69.6% | $6,713+96.1% |
| Admin fee / account holder | $336 | $12,406-97.3% | $10,767-96.9% | $11,407-97.1% |