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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 | $65,017 | $148,629-56.3% | $135,982-52.2% | $139,487-53.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.80% | 79.33%-66.5pp | 68.32%-55.5pp | 373.84%-361.0pp |
| Employer contribution / active EE | $3,241 | $5,247-38.2% | $4,859-33.3% | $4,755-31.8% |
| Participant deferral / active EE | $8,640 | $8,102+6.6% | $7,760+11.3% | $6,713+28.7% |
| Admin fee / account holder | $1,611 | $12,406-87.0% | $10,767-85.0% | $11,407-85.9% |