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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 | $78,345 | $148,629-47.3% | $135,982-42.4% | $139,487-43.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 22.64% | 79.33%-56.7pp | 68.32%-45.7pp | 373.84%-351.2pp |
| Employer contribution / active EE | $4,742 | $5,247-9.6% | $4,859-2.4% | $4,755-0.3% |
| Participant deferral / active EE | $11,876 | $8,102+46.6% | $7,760+53.0% | $6,713+76.9% |
| Admin fee / account holder | $755 | $12,406-93.9% | $10,767-93.0% | $11,407-93.4% |