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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 | $60,627 | $148,629-59.2% | $135,982-55.4% | $139,487-56.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 22.32% | 79.33%-57.0pp | 68.32%-46.0pp | 373.84%-351.5pp |
| Employer contribution / active EE | $4,273 | $5,247-18.6% | $4,859-12.1% | $4,755-10.1% |
| Participant deferral / active EE | $11,880 | $8,102+46.6% | $7,760+53.1% | $6,713+77.0% |
| Admin fee / account holder | $458 | $12,406-96.3% | $10,767-95.7% | $11,407-96.0% |