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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 | $51,728 | $148,623-65.2% | $135,974-62.0% | $139,466-62.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.62% | 79.30%-63.7pp | 68.30%-52.7pp | 373.66%-358.0pp |
| Employer contribution / active EE | $5,254 | $5,246+0.1% | $4,859+8.1% | $4,754+10.5% |
| Participant deferral / active EE | $57,779 | $8,103+613.1% | $7,760+644.6% | $6,712+760.8% |
| Admin fee / account holder | $8,749 | $12,406-29.5% | $10,767-18.7% | $11,409-23.3% |