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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 | $41,989 | $148,623-71.7% | $135,974-69.1% | $139,466-69.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.20% | 79.30%-66.1pp | 68.30%-55.1pp | 373.66%-360.5pp |
| Employer contribution / active EE | $7,268 | $5,246+38.5% | $4,859+49.6% | $4,754+52.9% |
| Participant deferral / active EE | $7,268 | $8,103-10.3% | $7,760-6.3% | $6,712+8.3% |
| Admin fee / account holder | $1,563 | $12,406-87.4% | $10,767-85.5% | $11,409-86.3% |