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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 | $79,422 | $148,629-46.6% | $135,982-41.6% | $139,487-43.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.06% | 79.33%-62.3pp | 68.32%-51.3pp | 373.84%-356.8pp |
| Employer contribution / active EE | $3,439 | $5,247-34.5% | $4,859-29.2% | $4,755-27.7% |
| Participant deferral / active EE | $8,445 | $8,102+4.2% | $7,760+8.8% | $6,713+25.8% |
| Admin fee / account holder | $4,460 | $12,406-64.1% | $10,767-58.6% | $11,407-60.9% |