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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 | $61,651 | $156,398-60.6% | $147,318-58.2% | $138,895-55.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 13.45% | 78.75%-65.3pp | 70.43%-57.0pp | 145.39%-131.9pp |
| Employer contribution / active EE | $2,129 | $4,853-56.1% | $4,593-53.7% | $4,194-49.2% |
| Participant deferral / active EE | $3,781 | $8,237-54.1% | $7,906-52.2% | $6,396-40.9% |
| Admin fee / account holder | $6,071 | $14,976-59.5% | $13,708-55.7% | $12,562-51.7% |