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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 | $69,952 | $148,629-52.9% | $135,982-48.6% | $139,487-49.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.40% | 79.33%-59.9pp | 68.32%-48.9pp | 373.84%-354.4pp |
| Employer contribution / active EE | $6,481 | $5,247+23.5% | $4,859+33.4% | $4,755+36.3% |
| Participant deferral / active EE | $12,454 | $8,102+53.7% | $7,760+60.5% | $6,713+85.5% |
| Admin fee / account holder | $2,763 | $12,406-77.7% | $10,767-74.3% | $11,407-75.8% |