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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 | $47,027 | $148,582-68.3% | $135,942-65.4% | $139,456-66.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 24.56% | 79.26%-54.7pp | 68.28%-43.7pp | 373.45%-348.9pp |
| Employer contribution / active EE | $2,883 | $5,245-45.0% | $4,858-40.7% | $4,753-39.3% |
| Participant deferral / active EE | $7,646 | $8,101-5.6% | $7,759-1.5% | $6,711+13.9% |
| Admin fee / account holder | $1,115 | $12,402-91.0% | $10,764-89.6% | $11,407-90.2% |