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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 | $42,622 | $148,582-71.3% | $135,942-68.6% | $139,456-69.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.71% | 79.26%-61.5pp | 68.28%-50.6pp | 373.45%-355.7pp |
| Employer contribution / active EE | $3,287 | $5,245-37.3% | $4,858-32.3% | $4,753-30.8% |
| Participant deferral / active EE | $6,786 | $8,101-16.2% | $7,759-12.5% | $6,711+1.1% |
| Admin fee / account holder | $739 | $12,402-94.0% | $10,764-93.1% | $11,407-93.5% |