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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 | $49,896 | $148,629-66.4% | $135,982-63.3% | $139,487-64.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.72% | 79.33%-61.6pp | 68.32%-50.6pp | 373.84%-356.1pp |
| Employer contribution / active EE | $4,432 | $5,247-15.5% | $4,859-8.8% | $4,755-6.8% |
| Participant deferral / active EE | $8,585 | $8,102+6.0% | $7,760+10.6% | $6,713+27.9% |
| Admin fee / account holder | $5,279 | $12,406-57.4% | $10,767-51.0% | $11,407-53.7% |