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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 | $50,373 | $225,673-77.7% | $203,872-75.3% | $155,188-67.5% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 25.05% | 95.91%-70.9pp | 85.11%-60.1pp | 148.84%-123.8pp |
| Employer contribution / active EE | $4,416 | $4,099+7.7% | $3,757+17.5% | $4,248+4.0% |
| Participant deferral / active EE | $7,435 | $6,893+7.9% | $6,388+16.4% | $6,531+13.8% |
| Admin fee / account holder | $1,426 | $12,327-88.4% | $11,730-87.8% | $14,480-90.1% |