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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 | $46,725 | $148,623-68.6% | $135,974-65.6% | $139,466-66.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.96% | 79.30%-65.3pp | 68.30%-54.3pp | 373.66%-359.7pp |
| Employer contribution / active EE | $3,521 | $5,246-32.9% | $4,859-27.5% | $4,754-25.9% |
| Participant deferral / active EE | $5,362 | $8,103-33.8% | $7,760-30.9% | $6,712-20.1% |
| Admin fee / account holder | $13,553 | $12,406+9.2% | $10,767+25.9% | $11,409+18.8% |