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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 | $54,480 | $148,582-63.3% | $135,942-59.9% | $139,456-60.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.11% | 79.26%-60.1pp | 68.28%-49.2pp | 373.45%-354.3pp |
| Employer contribution / active EE | $5,747 | $5,245+9.6% | $4,858+18.3% | $4,753+20.9% |
| Participant deferral / active EE | $8,747 | $8,101+8.0% | $7,759+12.7% | $6,711+30.3% |
| Admin fee / account holder | $6,347 | $12,402-48.8% | $10,764-41.0% | $11,407-44.4% |