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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 | $96,925 | $148,629-34.8% | $135,982-28.7% | $139,487-30.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.97% | 79.33%-64.4pp | 68.32%-53.4pp | 373.84%-358.9pp |
| Employer contribution / active EE | $2,148 | $5,247-59.0% | $4,859-55.8% | $4,755-54.8% |
| Participant deferral / active EE | $5,718 | $8,102-29.4% | $7,760-26.3% | $6,713-14.8% |
| Admin fee / account holder | $2,308 | $12,406-81.4% | $10,767-78.6% | $11,407-79.8% |