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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 | $36,934 | $129,737-71.5% | $119,126-69.0% | $154,746-76.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 20.84% | 379.08%-358.2pp | 282.11%-261.3pp | 172.34%-151.5pp |
| Employer contribution / active EE | $6,770 | $4,375+54.7% | $4,034+67.8% | $4,379+54.6% |
| Participant deferral / active EE | $9,328 | $5,842+59.7% | $5,318+75.4% | $6,730+38.6% |
| Admin fee / account holder | $665 | $11,961-94.4% | $10,693-93.8% | $14,365-95.4% |