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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 | $46,729 | $148,629-68.6% | $135,982-65.6% | $139,487-66.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.23% | 79.33%-65.1pp | 68.32%-54.1pp | 373.84%-359.6pp |
| Employer contribution / active EE | $2,250 | $5,247-57.1% | $4,859-53.7% | $4,755-52.7% |
| Participant deferral / active EE | $9,616 | $8,102+18.7% | $7,760+23.9% | $6,713+43.3% |
| Admin fee / account holder | $2,534 | $12,406-79.6% | $10,767-76.5% | $11,407-77.8% |