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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 | $69,288 | $148,623-53.4% | $135,974-49.0% | $139,466-50.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.42% | 79.30%-62.9pp | 68.30%-51.9pp | 373.66%-357.2pp |
| Employer contribution / active EE | $3,032 | $5,246-42.2% | $4,859-37.6% | $4,754-36.2% |
| Participant deferral / active EE | $12,606 | $8,103+55.6% | $7,760+62.4% | $6,712+87.8% |
| Admin fee / account holder | $5,022 | $12,406-59.5% | $10,767-53.4% | $11,409-56.0% |