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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 | $52,934 | $148,623-64.4% | $135,974-61.1% | $139,466-62.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.71% | 79.30%-58.6pp | 68.30%-47.6pp | 373.66%-353.0pp |
| Employer contribution / active EE | $8,944 | $5,246+70.5% | $4,859+84.1% | $4,754+88.1% |
| Participant deferral / active EE | $13,416 | $8,103+65.6% | $7,760+72.9% | $6,712+99.9% |
| Admin fee / account holder | $9,851 | $12,406-20.6% | $10,767-8.5% | $11,409-13.7% |