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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 | $72,977 | $148,629-50.9% | $135,982-46.3% | $139,487-47.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.62% | 79.33%-65.7pp | 68.32%-54.7pp | 373.84%-360.2pp |
| Employer contribution / active EE | $2,704 | $5,247-48.5% | $4,859-44.4% | $4,755-43.1% |
| Participant deferral / active EE | $3,088 | $8,102-61.9% | $7,760-60.2% | $6,713-54.0% |
| Admin fee / account holder | $1,050 | $12,406-91.5% | $10,767-90.2% | $11,407-90.8% |