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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 | $28,238 | $148,629-81.0% | $135,982-79.2% | $139,487-79.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 22.22% | 79.33%-57.1pp | 68.32%-46.1pp | 373.84%-351.6pp |
| Employer contribution / active EE | $3,538 | $5,247-32.6% | $4,859-27.2% | $4,755-25.6% |
| Participant deferral / active EE | $9,758 | $8,102+20.4% | $7,760+25.7% | $6,713+45.4% |
| Admin fee / account holder | $653 | $12,406-94.7% | $10,767-93.9% | $11,407-94.3% |