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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 | $34,769 | $227,566-84.7% | $189,558-81.7% | $167,518-79.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.5%+21.5pp | 82.1%+17.9pp |
| Annual return | 18.11% | 78.43%-60.3pp | 64.19%-46.1pp | 478.71%-460.6pp |
| Employer contribution / active EE | $2,436 | $5,316-54.2% | $4,412-44.8% | $4,838-49.7% |
| Participant deferral / active EE | $8,694 | $7,002+24.2% | $6,174+40.8% | $6,342+37.1% |
| Admin fee / account holder | $348 | $11,881-97.1% | $9,809-96.5% | $12,312-97.2% |