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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 | $54,939 | $148,623-63.0% | $135,974-59.6% | $139,466-60.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.38% | 79.30%-61.9pp | 68.30%-50.9pp | 373.66%-356.3pp |
| Employer contribution / active EE | $6,627 | $5,246+26.3% | $4,859+36.4% | $4,754+39.4% |
| Participant deferral / active EE | $4,788 | $8,103-40.9% | $7,760-38.3% | $6,712-28.7% |
| Admin fee / account holder | $1,281 | $12,406-89.7% | $10,767-88.1% | $11,409-88.8% |