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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 | $68,842 | $148,582-53.7% | $135,942-49.4% | $139,456-50.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.88% | 79.26%-61.4pp | 68.28%-50.4pp | 373.45%-355.6pp |
| Employer contribution / active EE | $8,651 | $5,245+65.0% | $4,858+78.1% | $4,753+82.0% |
| Participant deferral / active EE | $6,247 | $8,101-22.9% | $7,759-19.5% | $6,711-6.9% |
| Admin fee / account holder | $4,643 | $12,402-62.6% | $10,764-56.9% | $11,407-59.3% |