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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 | $60,052 | $227,566-73.6% | $189,558-68.3% | $167,518-64.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.5%+21.5pp | 82.1%+17.9pp |
| Annual return | 8.49% | 78.43%-69.9pp | 64.19%-55.7pp | 478.71%-470.2pp |
| Employer contribution / active EE | $9,629 | $5,316+81.1% | $4,412+118.3% | $4,838+99.0% |
| Participant deferral / active EE | $8,843 | $7,002+26.3% | $6,174+43.2% | $6,342+39.4% |
| Admin fee / account holder | $4,809 | $11,881-59.5% | $9,809-51.0% | $12,312-60.9% |