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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 | $54,659 | $173,340-68.5% | $136,007-59.8% | $145,959-62.6% |
| Participation rate | 100.0% | 80.5%+19.5pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 20.49% | 1163.32%-1142.8pp | 579.32%-558.8pp | 561.95%-541.5pp |
| Employer contribution / active EE | $3,788 | $5,275-28.2% | $4,215-10.1% | $4,661-18.7% |
| Participant deferral / active EE | $11,176 | $8,699+28.5% | $7,024+59.1% | $6,689+67.1% |
| Admin fee / account holder | $7,163 | $9,954-28.0% | $6,858+4.4% | $13,398-46.5% |