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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 | $48,585 | $148,629-67.3% | $135,982-64.3% | $139,487-65.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.77% | 79.33%-61.6pp | 68.32%-50.6pp | 373.84%-356.1pp |
| Employer contribution / active EE | $5,964 | $5,247+13.7% | $4,859+22.7% | $4,755+25.4% |
| Participant deferral / active EE | $19,584 | $8,102+141.7% | $7,760+152.4% | $6,713+191.8% |
| Admin fee / account holder | $1,605 | $12,406-87.1% | $10,767-85.1% | $11,407-85.9% |