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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 | $54,087 | $148,582-63.6% | $135,942-60.2% | $139,456-61.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.58% | 79.26%-66.7pp | 68.28%-55.7pp | 373.45%-360.9pp |
| Employer contribution / active EE | $2,089 | $5,245-60.2% | $4,858-57.0% | $4,753-56.0% |
| Participant deferral / active EE | $3,614 | $8,101-55.4% | $7,759-53.4% | $6,711-46.1% |
| Admin fee / account holder | $386 | $12,402-96.9% | $10,764-96.4% | $11,407-96.6% |