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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 | $71,270 | $148,629-52.0% | $135,982-47.6% | $139,487-48.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.67% | 79.33%-60.7pp | 68.32%-49.7pp | 373.84%-355.2pp |
| Employer contribution / active EE | $5,268 | $5,247+0.4% | $4,859+8.4% | $4,755+10.8% |
| Participant deferral / active EE | $9,309 | $8,102+14.9% | $7,760+20.0% | $6,713+38.7% |
| Admin fee / account holder | $3,150 | $12,406-74.6% | $10,767-70.7% | $11,407-72.4% |