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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 | $67,925 | $148,582-54.3% | $135,942-50.0% | $139,456-51.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 25.28% | 79.26%-54.0pp | 68.28%-43.0pp | 373.45%-348.2pp |
| Employer contribution / active EE | $5,657 | $5,245+7.9% | $4,858+16.5% | $4,753+19.0% |
| Participant deferral / active EE | $4,401 | $8,101-45.7% | $7,759-43.3% | $6,711-34.4% |
| Admin fee / account holder | $1,540 | $12,402-87.6% | $10,764-85.7% | $11,407-86.5% |