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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 | $29,910 | $157,304-81.0% | $141,197-78.8% | $152,909-80.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.09% | 64.34%-41.3pp | 71.41%-48.3pp | 345.46%-322.4pp |
| Employer contribution / active EE | $3,569 | $5,263-32.2% | $4,736-24.7% | $4,764-25.1% |
| Participant deferral / active EE | $11,849 | $7,111+66.6% | $6,710+76.6% | $5,851+102.5% |
| Admin fee / account holder | $10,973 | $12,126-9.5% | $10,265+6.9% | $11,601-5.4% |