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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 | $27,886 | $148,623-81.2% | $135,974-79.5% | $139,466-80.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.06% | 79.30%-63.2pp | 68.30%-52.2pp | 373.66%-357.6pp |
| Employer contribution / active EE | $2,067 | $5,246-60.6% | $4,859-57.5% | $4,754-56.5% |
| Participant deferral / active EE | $3,283 | $8,103-59.5% | $7,760-57.7% | $6,712-51.1% |
| Admin fee / account holder | $2,877 | $12,406-76.8% | $10,767-73.3% | $11,409-74.8% |