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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 | $78,010 | $148,582-47.5% | $135,942-42.6% | $139,456-44.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.37% | 79.26%-61.9pp | 68.28%-50.9pp | 373.45%-356.1pp |
| Employer contribution / active EE | $4,684 | $5,245-10.7% | $4,858-3.6% | $4,753-1.4% |
| Participant deferral / active EE | $9,081 | $8,101+12.1% | $7,759+17.0% | $6,711+35.3% |
| Admin fee / account holder | $3,998 | $12,402-67.8% | $10,764-62.9% | $11,407-64.9% |