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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 | $28,141 | $210,698-86.6% | $178,014-84.2% | $145,959-80.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.13% | 386.27%-375.1pp | 294.80%-283.7pp | 561.95%-550.8pp |
| Employer contribution / active EE | $4,373 | $4,567-4.2% | $3,950+10.7% | $4,661-6.2% |
| Participant deferral / active EE | $3,077 | $6,958-55.8% | $6,276-51.0% | $6,689-54.0% |
| Admin fee / account holder | $2,331 | $12,016-80.6% | $10,362-77.5% | $13,398-82.6% |