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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 | $61,274 | $148,629-58.8% | $135,982-54.9% | $139,487-56.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.58% | 79.33%-66.7pp | 68.32%-55.7pp | 373.84%-361.3pp |
| Employer contribution / active EE | $4,251 | $5,247-19.0% | $4,859-12.5% | $4,755-10.6% |
| Participant deferral / active EE | $6,000 | $8,102-25.9% | $7,760-22.7% | $6,713-10.6% |
| Admin fee / account holder | $7,529 | $12,406-39.3% | $10,767-30.1% | $11,407-34.0% |