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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 | $88,208 | $148,582-40.6% | $135,942-35.1% | $139,456-36.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.18% | 79.26%-60.1pp | 68.28%-49.1pp | 373.45%-354.3pp |
| Employer contribution / active EE | $4,284 | $5,245-18.3% | $4,858-11.8% | $4,753-9.9% |
| Participant deferral / active EE | $10,945 | $8,101+35.1% | $7,759+41.1% | $6,711+63.1% |
| Admin fee / account holder | $2,420 | $12,402-80.5% | $10,764-77.5% | $11,407-78.8% |