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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 | $94,537 | $148,623-36.4% | $135,974-30.5% | $139,466-32.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.54% | 79.30%-58.8pp | 68.30%-47.8pp | 373.66%-353.1pp |
| Employer contribution / active EE | $3,844 | $5,246-26.7% | $4,859-20.9% | $4,754-19.1% |
| Participant deferral / active EE | $13,902 | $8,103+71.6% | $7,760+79.2% | $6,712+107.1% |
| Admin fee / account holder | $6,743 | $12,406-45.6% | $10,767-37.4% | $11,409-40.9% |