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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 | $70,792 | $148,629-52.4% | $135,982-47.9% | $139,487-49.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.59% | 79.33%-62.7pp | 68.32%-51.7pp | 373.84%-357.3pp |
| Employer contribution / active EE | $2,901 | $5,247-44.7% | $4,859-40.3% | $4,755-39.0% |
| Participant deferral / active EE | $8,716 | $8,102+7.6% | $7,760+12.3% | $6,713+29.8% |
| Admin fee / account holder | $771 | $12,406-93.8% | $10,767-92.8% | $11,407-93.2% |