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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 | $42,201 | $148,623-71.6% | $135,974-69.0% | $139,466-69.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.11% | 79.30%-59.2pp | 68.30%-48.2pp | 373.66%-353.5pp |
| Employer contribution / active EE | $4,246 | $5,246-19.1% | $4,859-12.6% | $4,754-10.7% |
| Participant deferral / active EE | $11,494 | $8,103+41.9% | $7,760+48.1% | $6,712+71.3% |
| Admin fee / account holder | $853 | $12,406-93.1% | $10,767-92.1% | $11,409-92.5% |