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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 | $48,879 | $148,629-67.1% | $135,982-64.1% | $139,487-65.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.04% | 79.33%-64.3pp | 68.32%-53.3pp | 373.84%-358.8pp |
| Employer contribution / active EE | $4,461 | $5,247-15.0% | $4,859-8.2% | $4,755-6.2% |
| Participant deferral / active EE | $8,810 | $8,102+8.7% | $7,760+13.5% | $6,713+31.2% |
| Admin fee / account holder | $9,775 | $12,406-21.2% | $10,767-9.2% | $11,407-14.3% |