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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 | $53,723 | $148,623-63.9% | $135,974-60.5% | $139,466-61.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.41% | 79.30%-63.9pp | 68.30%-52.9pp | 373.66%-358.3pp |
| Employer contribution / active EE | $7,001 | $5,246+33.4% | $4,859+44.1% | $4,754+47.3% |
| Participant deferral / active EE | $3,578 | $8,103-55.8% | $7,760-53.9% | $6,712-46.7% |
| Admin fee / account holder | $3,475 | $12,406-72.0% | $10,767-67.7% | $11,409-69.5% |