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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 | $50,162 | $148,629-66.3% | $135,982-63.1% | $139,487-64.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 23.93% | 79.33%-55.4pp | 68.32%-44.4pp | 373.84%-349.9pp |
| Employer contribution / active EE | $1,570 | $5,247-70.1% | $4,859-67.7% | $4,755-67.0% |
| Participant deferral / active EE | $13,349 | $8,102+64.8% | $7,760+72.0% | $6,713+98.9% |
| Admin fee / account holder | $1,225 | $12,406-90.1% | $10,767-88.6% | $11,407-89.3% |