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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 | $37,806 | $148,582-74.6% | $135,942-72.2% | $139,456-72.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.39% | 79.26%-61.9pp | 68.28%-50.9pp | 373.45%-356.1pp |
| Employer contribution / active EE | $5,279 | $5,245+0.6% | $4,858+8.7% | $4,753+11.1% |
| Participant deferral / active EE | $12,104 | $8,101+49.4% | $7,759+56.0% | $6,711+80.4% |
| Admin fee / account holder | $2,832 | $12,402-77.2% | $10,764-73.7% | $11,407-75.2% |