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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 | $68,603 | $185,856-63.1% | $170,028-59.7% | $139,456-50.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 16.44% | 60.52%-44.1pp | 53.39%-37.0pp | 373.45%-357.0pp |
| Employer contribution / active EE | $5,010 | $7,593-34.0% | $6,788-26.2% | $4,753+5.4% |
| Participant deferral / active EE | $5,771 | $11,623-50.3% | $10,409-44.6% | $6,711-14.0% |
| Admin fee / account holder | $2,025 | $15,387-86.8% | $12,820-84.2% | $11,407-82.2% |