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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 | $86,451 | $148,623-41.8% | $135,974-36.4% | $139,466-38.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.28% | 79.30%-59.0pp | 68.30%-48.0pp | 373.66%-353.4pp |
| Employer contribution / active EE | $5,625 | $5,246+7.2% | $4,859+15.8% | $4,754+18.3% |
| Participant deferral / active EE | $8,151 | $8,103+0.6% | $7,760+5.0% | $6,712+21.4% |
| Admin fee / account holder | $3,025 | $12,406-75.6% | $10,767-71.9% | $11,409-73.5% |