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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 | $68,885 | $148,629-53.7% | $135,982-49.3% | $139,487-50.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.28% | 79.33%-60.1pp | 68.32%-49.0pp | 373.84%-354.6pp |
| Employer contribution / active EE | $3,278 | $5,247-37.5% | $4,859-32.5% | $4,755-31.0% |
| Participant deferral / active EE | $8,072 | $8,102-0.4% | $7,760+4.0% | $6,713+20.2% |
| Admin fee / account holder | $1,959 | $12,406-84.2% | $10,767-81.8% | $11,407-82.8% |