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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 | $33,544 | $129,737-74.1% | $119,126-71.8% | $154,746-78.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 19.81% | 379.08%-359.3pp | 282.11%-262.3pp | 172.34%-152.5pp |
| Employer contribution / active EE | $5,217 | $4,375+19.3% | $4,034+29.3% | $4,379+19.1% |
| Participant deferral / active EE | $4,701 | $5,842-19.5% | $5,318-11.6% | $6,730-30.2% |
| Admin fee / account holder | $339 | $11,961-97.2% | $10,693-96.8% | $14,365-97.6% |