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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 | $56,341 | $148,582-62.1% | $135,942-58.6% | $139,456-59.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 22.02% | 79.26%-57.2pp | 68.28%-46.3pp | 373.45%-351.4pp |
| Employer contribution / active EE | $4,481 | $5,245-14.6% | $4,858-7.8% | $4,753-5.7% |
| Participant deferral / active EE | $11,599 | $8,101+43.2% | $7,759+49.5% | $6,711+72.8% |
| Admin fee / account holder | $576 | $12,402-95.4% | $10,764-94.6% | $11,407-95.0% |