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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 | $74,457 | $148,629-49.9% | $135,982-45.2% | $139,487-46.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.72% | 79.33%-62.6pp | 68.32%-51.6pp | 373.84%-357.1pp |
| Employer contribution / active EE | $3,280 | $5,247-37.5% | $4,859-32.5% | $4,755-31.0% |
| Participant deferral / active EE | $4,918 | $8,102-39.3% | $7,760-36.6% | $6,713-26.7% |
| Admin fee / account holder | $1,895 | $12,406-84.7% | $10,767-82.4% | $11,407-83.4% |