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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 | $88,581 | $148,629-40.4% | $135,982-34.9% | $139,487-36.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.53% | 79.33%-61.8pp | 68.32%-50.8pp | 373.84%-356.3pp |
| Employer contribution / active EE | $7,801 | $5,247+48.7% | $4,859+60.5% | $4,755+64.1% |
| Participant deferral / active EE | $6,575 | $8,102-18.9% | $7,760-15.3% | $6,713-2.1% |
| Admin fee / account holder | $3,422 | $12,406-72.4% | $10,767-68.2% | $11,407-70.0% |