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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 | $89,445 | $148,582-39.8% | $135,942-34.2% | $139,456-35.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 24.02% | 79.26%-55.2pp | 68.28%-44.3pp | 373.45%-349.4pp |
| Employer contribution / active EE | $5,255 | $5,245+0.2% | $4,858+8.2% | $4,753+10.6% |
| Participant deferral / active EE | $8,042 | $8,101-0.7% | $7,759+3.6% | $6,711+19.8% |
| Admin fee / account holder | $621 | $12,402-95.0% | $10,764-94.2% | $11,407-94.6% |