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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 | $83,344 | $148,629-43.9% | $135,982-38.7% | $139,487-40.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.23% | 79.33%-61.1pp | 68.32%-50.1pp | 373.84%-355.6pp |
| Employer contribution / active EE | $4,273 | $5,247-18.6% | $4,859-12.1% | $4,755-10.1% |
| Participant deferral / active EE | $12,260 | $8,102+51.3% | $7,760+58.0% | $6,713+82.6% |
| Admin fee / account holder | $24,947 | $12,406+101.1% | $10,767+131.7% | $11,407+118.7% |