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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 | $118,614 | $185,856-36.2% | $170,028-30.2% | $139,456-14.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.38% | 60.52%-43.1pp | 53.39%-36.0pp | 373.45%-356.1pp |
| Employer contribution / active EE | $5,024 | $7,593-33.8% | $6,788-26.0% | $4,753+5.7% |
| Participant deferral / active EE | $0 | $11,623-100.0% | $10,409-100.0% | $6,711-100.0% |
| Admin fee / account holder | $306 | $15,387-98.0% | $12,820-97.6% | $11,407-97.3% |