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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 | $31,095 | $148,623-79.1% | $135,974-77.1% | $139,466-77.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.76% | 79.30%-64.5pp | 68.30%-53.5pp | 373.66%-358.9pp |
| Employer contribution / active EE | $2,440 | $5,246-53.5% | $4,859-49.8% | $4,754-48.7% |
| Participant deferral / active EE | $3,538 | $8,103-56.3% | $7,760-54.4% | $6,712-47.3% |
| Admin fee / account holder | $2,594 | $12,406-79.1% | $10,767-75.9% | $11,409-77.3% |