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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 | $119,313 | $148,623-19.7% | $135,974-12.3% | $139,466-14.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.58% | 79.30%-64.7pp | 68.30%-53.7pp | 373.66%-359.1pp |
| Employer contribution / active EE | $3,384 | $5,246-35.5% | $4,859-30.4% | $4,754-28.8% |
| Participant deferral / active EE | $3,384 | $8,103-58.2% | $7,760-56.4% | $6,712-49.6% |
| Admin fee / account holder | $1,584 | $12,406-87.2% | $10,767-85.3% | $11,409-86.1% |