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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 | $58,648 | $148,582-60.5% | $135,942-56.9% | $139,456-57.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.19% | 79.26%-59.1pp | 68.28%-48.1pp | 373.45%-353.3pp |
| Employer contribution / active EE | $3,102 | $5,245-40.9% | $4,858-36.1% | $4,753-34.7% |
| Participant deferral / active EE | $8,045 | $8,101-0.7% | $7,759+3.7% | $6,711+19.9% |
| Admin fee / account holder | $539 | $12,402-95.7% | $10,764-95.0% | $11,407-95.3% |