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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 | $35,440 | $148,623-76.2% | $135,974-73.9% | $139,466-74.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 91.88% | 79.30%+12.6pp | 68.30%+23.6pp | 373.66%-281.8pp |
| Employer contribution / active EE | $3,393 | $5,246-35.3% | $4,859-30.2% | $4,754-28.6% |
| Participant deferral / active EE | $7,412 | $8,103-8.5% | $7,760-4.5% | $6,712+10.4% |
| Admin fee / account holder | $7,394 | $12,406-40.4% | $10,767-31.3% | $11,409-35.2% |