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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 | $46,882 | $148,623-68.5% | $135,974-65.5% | $139,466-66.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.73% | 79.30%-61.6pp | 68.30%-50.6pp | 373.66%-355.9pp |
| Employer contribution / active EE | $7,431 | $5,246+41.6% | $4,859+52.9% | $4,754+56.3% |
| Participant deferral / active EE | $7,632 | $8,103-5.8% | $7,760-1.6% | $6,712+13.7% |
| Admin fee / account holder | $1,211 | $12,406-90.2% | $10,767-88.8% | $11,409-89.4% |