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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 | $47,238 | $154,209-69.4% | $130,062-63.7% | $139,487-66.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 12.70% | 32.52%-19.8pp | -137.37%+150.1pp | 373.84%-361.1pp |
| Employer contribution / active EE | $5,349 | $5,292+1.1% | $4,322+23.8% | $4,755+12.5% |
| Participant deferral / active EE | $9,385 | $6,709+39.9% | $5,821+61.2% | $6,713+39.8% |
| Admin fee / account holder | $11,302 | $13,988-19.2% | $10,601+6.6% | $11,407-0.9% |