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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 | $21,850 | $148,558-85.3% | $135,925-83.9% | $139,427-84.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 23.71% | 79.22%-55.5pp | 68.25%-44.5pp | 373.27%-349.6pp |
| Employer contribution / active EE | $2,053 | $5,244-60.9% | $4,857-57.7% | $4,752-56.8% |
| Participant deferral / active EE | $3,317 | $8,101-59.1% | $7,759-57.2% | $6,711-50.6% |
| Admin fee / account holder | $1,849 | $12,401-85.1% | $10,764-82.8% | $11,404-83.8% |