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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 | $65,718 | $148,629-55.8% | $135,982-51.7% | $139,487-52.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.58% | 79.33%-65.7pp | 68.32%-54.7pp | 373.84%-360.3pp |
| Employer contribution / active EE | $3,960 | $5,247-24.5% | $4,859-18.5% | $4,755-16.7% |
| Participant deferral / active EE | $16,500 | $8,102+103.6% | $7,760+112.6% | $6,713+145.8% |
| Admin fee / account holder | $748 | $12,406-94.0% | $10,767-93.1% | $11,407-93.4% |