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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 | $79,260 | $148,623-46.7% | $135,974-41.7% | $139,466-43.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.61% | 79.30%-64.7pp | 68.30%-53.7pp | 373.66%-359.0pp |
| Employer contribution / active EE | $2,420 | $5,246-53.9% | $4,859-50.2% | $4,754-49.1% |
| Participant deferral / active EE | $4,908 | $8,103-39.4% | $7,760-36.8% | $6,712-26.9% |
| Admin fee / account holder | $9,308 | $12,406-25.0% | $10,767-13.6% | $11,409-18.4% |