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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 | $54,633 | $148,582-63.2% | $135,942-59.8% | $139,456-60.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.20% | 79.26%-64.1pp | 68.28%-53.1pp | 373.45%-358.3pp |
| Employer contribution / active EE | $1,009 | $5,245-80.8% | $4,858-79.2% | $4,753-78.8% |
| Participant deferral / active EE | $4,291 | $8,101-47.0% | $7,759-44.7% | $6,711-36.1% |
| Admin fee / account holder | $10,138 | $12,402-18.3% | $10,764-5.8% | $11,407-11.1% |