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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 | $22,270 | $148,623-85.0% | $135,974-83.6% | $139,466-84.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.80% | 79.30%-58.5pp | 68.30%-47.5pp | 373.66%-352.9pp |
| Employer contribution / active EE | $3,155 | $5,246-39.9% | $4,859-35.1% | $4,754-33.6% |
| Participant deferral / active EE | $6,152 | $8,103-24.1% | $7,760-20.7% | $6,712-8.3% |
| Admin fee / account holder | $1,102 | $12,406-91.1% | $10,767-89.8% | $11,409-90.3% |