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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 | $65,991 | $181,062-63.6% | $158,223-58.3% | $155,188-57.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 11.49% | 57.39%-45.9pp | 52.09%-40.6pp | 148.84%-137.4pp |
| Employer contribution / active EE | $5,468 | $4,565+19.8% | $4,109+33.1% | $4,248+28.7% |
| Participant deferral / active EE | $7,194 | $6,134+17.3% | $5,467+31.6% | $6,531+10.1% |
| Admin fee / account holder | $5,394 | $18,825-71.3% | $16,047-66.4% | $14,480-62.7% |