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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 | $56,225 | $148,623-62.2% | $135,974-58.7% | $139,466-59.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.01% | 79.30%-64.3pp | 68.30%-53.3pp | 373.66%-358.6pp |
| Employer contribution / active EE | $3,345 | $5,246-36.3% | $4,859-31.2% | $4,754-29.6% |
| Participant deferral / active EE | $5,042 | $8,103-37.8% | $7,760-35.0% | $6,712-24.9% |
| Admin fee / account holder | $1,104 | $12,406-91.1% | $10,767-89.7% | $11,409-90.3% |