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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 | $65,414 | $148,623-56.0% | $135,974-51.9% | $139,466-53.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.25% | 79.30%-63.1pp | 68.30%-52.1pp | 373.66%-357.4pp |
| Employer contribution / active EE | $7,545 | $5,246+43.8% | $4,859+55.3% | $4,754+58.7% |
| Participant deferral / active EE | $7,761 | $8,103-4.2% | $7,7600% | $6,712+15.6% |
| Admin fee / account holder | $7,242 | $12,406-41.6% | $10,767-32.7% | $11,409-36.5% |