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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 | $71,980 | $148,582-51.6% | $135,942-47.1% | $139,456-48.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.55% | 79.26%-64.7pp | 68.28%-53.7pp | 373.45%-358.9pp |
| Employer contribution / active EE | $3,307 | $5,245-36.9% | $4,858-31.9% | $4,753-30.4% |
| Participant deferral / active EE | $6,853 | $8,101-15.4% | $7,759-11.7% | $6,711+2.1% |
| Admin fee / account holder | $707 | $12,402-94.3% | $10,764-93.4% | $11,407-93.8% |