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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 | $62,986 | $129,737-51.5% | $119,126-47.1% | $154,746-59.3% |
| Participation rate | 85.7% | 78.9%+6.9pp | 75.8%+10.0pp | 80.7%+5.0pp |
| Annual return | 14.45% | 379.08%-364.6pp | 282.11%-267.7pp | 172.34%-157.9pp |
| Employer contribution / active EE | $24,844 | $4,375+467.9% | $4,034+515.9% | $4,379+467.3% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $1,454 | $11,961-87.8% | $10,693-86.4% | $14,365-89.9% |