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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 | $72,178 | $148,623-51.4% | $135,974-46.9% | $139,466-48.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 110.34% | 79.30%+31.0pp | 68.30%+42.0pp | 373.66%-263.3pp |
| Employer contribution / active EE | $3,589 | $5,246-31.6% | $4,859-26.1% | $4,754-24.5% |
| Participant deferral / active EE | $13,906 | $8,103+71.6% | $7,760+79.2% | $6,712+107.2% |
| Admin fee / account holder | $4,639 | $12,406-62.6% | $10,767-56.9% | $11,409-59.3% |