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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 | $66,138 | $148,623-55.5% | $135,974-51.4% | $139,466-52.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.60% | 79.30%-62.7pp | 68.30%-51.7pp | 373.66%-357.1pp |
| Employer contribution / active EE | $5,132 | $5,246-2.2% | $4,859+5.6% | $4,754+8.0% |
| Participant deferral / active EE | $6,086 | $8,103-24.9% | $7,760-21.6% | $6,712-9.3% |
| Admin fee / account holder | $572 | $12,406-95.4% | $10,767-94.7% | $11,409-95.0% |