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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 | $83,223 | $148,582-44.0% | $135,942-38.8% | $139,456-40.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.75% | 79.26%-57.5pp | 68.28%-46.5pp | 373.45%-351.7pp |
| Employer contribution / active EE | $5,949 | $5,245+13.4% | $4,858+22.5% | $4,753+25.2% |
| Participant deferral / active EE | $19,963 | $8,101+146.4% | $7,759+157.3% | $6,711+197.4% |
| Admin fee / account holder | $1,371 | $12,402-88.9% | $10,764-87.3% | $11,407-88.0% |