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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 | $89,025 | $148,623-40.1% | $135,974-34.5% | $139,466-36.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.09% | 79.30%-63.2pp | 68.30%-52.2pp | 373.66%-357.6pp |
| Employer contribution / active EE | $6,296 | $5,246+20.0% | $4,859+29.6% | $4,754+32.4% |
| Participant deferral / active EE | $7,420 | $8,103-8.4% | $7,760-4.4% | $6,712+10.6% |
| Admin fee / account holder | $10,000 | $12,406-19.4% | $10,767-7.1% | $11,409-12.3% |