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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 | $66,183 | $156,398-57.7% | $147,318-55.1% | $138,895-52.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 53.88% | 78.75%-24.9pp | 70.43%-16.6pp | 145.39%-91.5pp |
| Employer contribution / active EE | $24,206 | $4,853+398.8% | $4,593+427.0% | $4,194+477.1% |
| Participant deferral / active EE | $0 | $8,237-100.0% | $7,906-100.0% | $6,396-100.0% |
| Admin fee / account holder | $5,019 | $14,976-66.5% | $13,708-63.4% | $12,562-60.0% |