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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 | $59,464 | $162,136-63.3% | $152,301-61.0% | $154,746-61.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 14.56% | 91.02%-76.5pp | 80.50%-65.9pp | 172.34%-157.8pp |
| Employer contribution / active EE | $1,353 | $4,890-72.3% | $4,624-70.7% | $4,379-69.1% |
| Participant deferral / active EE | $12,999 | $8,341+55.8% | $8,004+62.4% | $6,730+93.1% |
| Admin fee / account holder | $4,055 | $15,759-74.3% | $14,398-71.8% | $14,365-71.8% |