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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 | $54,924 | $148,582-63.0% | $135,942-59.6% | $139,456-60.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.82% | 79.26%-59.4pp | 68.28%-48.5pp | 373.45%-353.6pp |
| Employer contribution / active EE | $12,305 | $5,245+134.6% | $4,858+153.3% | $4,753+158.9% |
| Participant deferral / active EE | $6,329 | $8,101-21.9% | $7,759-18.4% | $6,711-5.7% |
| Admin fee / account holder | $3,880 | $12,402-68.7% | $10,764-64.0% | $11,407-66.0% |