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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 | $66,190 | $165,399-60.0% | $149,745-55.8% | $158,982-58.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.38% | 348.34%-330.0pp | 276.72%-258.3pp | 302.99%-284.6pp |
| Employer contribution / active EE | $4,802 | $5,105-5.9% | $4,646+3.4% | $4,763+0.8% |
| Participant deferral / active EE | $13,571 | $7,183+88.9% | $6,843+98.3% | $5,983+126.8% |
| Admin fee / account holder | $30,029 | $10,811+177.8% | $9,312+222.5% | $11,252+166.9% |