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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 | $41,140 | $148,629-72.3% | $135,982-69.7% | $139,487-70.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 26.45% | 79.33%-52.9pp | 68.32%-41.9pp | 373.84%-347.4pp |
| Employer contribution / active EE | $4,941 | $5,247-5.8% | $4,859+1.7% | $4,755+3.9% |
| Participant deferral / active EE | $6,151 | $8,102-24.1% | $7,760-20.7% | $6,713-8.4% |
| Admin fee / account holder | $1,916 | $12,406-84.6% | $10,767-82.2% | $11,407-83.2% |