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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 | $18,803 | $148,623-87.3% | $135,974-86.2% | $139,466-86.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 36.61% | 79.30%-42.7pp | 68.30%-31.7pp | 373.66%-337.1pp |
| Employer contribution / active EE | $3,629 | $5,246-30.8% | $4,859-25.3% | $4,754-23.7% |
| Participant deferral / active EE | $16,992 | $8,103+109.7% | $7,760+119.0% | $6,712+153.2% |
| Admin fee / account holder | $4,421 | $12,406-64.4% | $10,767-58.9% | $11,409-61.2% |