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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 | $41,885 | $148,629-71.8% | $135,982-69.2% | $139,487-70.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 29.59% | 79.33%-49.7pp | 68.32%-38.7pp | 373.84%-344.2pp |
| Employer contribution / active EE | $4,608 | $5,247-12.2% | $4,859-5.2% | $4,755-3.1% |
| Participant deferral / active EE | $9,799 | $8,102+20.9% | $7,760+26.3% | $6,713+46.0% |
| Admin fee / account holder | $2,674 | $12,406-78.5% | $10,767-75.2% | $11,407-76.6% |