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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 | $85,112 | $148,582-42.7% | $135,942-37.4% | $139,456-39.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.11% | 79.26%-64.1pp | 68.28%-53.2pp | 373.45%-358.3pp |
| Employer contribution / active EE | $1,406 | $5,245-73.2% | $4,858-71.0% | $4,753-70.4% |
| Participant deferral / active EE | $4,964 | $8,101-38.7% | $7,759-36.0% | $6,711-26.0% |
| Admin fee / account holder | $1,817 | $12,402-85.3% | $10,764-83.1% | $11,407-84.1% |