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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 | $99,874 | $148,623-32.8% | $135,974-26.5% | $139,466-28.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.49% | 79.30%-58.8pp | 68.30%-47.8pp | 373.66%-353.2pp |
| Employer contribution / active EE | $5,475 | $5,246+4.4% | $4,859+12.7% | $4,754+15.2% |
| Participant deferral / active EE | $4,539 | $8,103-44.0% | $7,760-41.5% | $6,712-32.4% |
| Admin fee / account holder | $2,074 | $12,406-83.3% | $10,767-80.7% | $11,409-81.8% |