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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 | $58,676 | $107,368-45.4% | $92,915-36.9% | $152,909-61.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 17.17% | 145.64%-128.5pp | 109.45%-92.3pp | 345.46%-328.3pp |
| Employer contribution / active EE | $4,253 | $4,222+0.7% | $3,653+16.4% | $4,764-10.7% |
| Participant deferral / active EE | $3,209 | $4,848-33.8% | $4,238-24.3% | $5,851-45.2% |
| Admin fee / account holder | $11,708 | $7,082+65.3% | $5,796+102.0% | $11,601+0.9% |