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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 | $29,567 | $148,582-80.1% | $135,942-78.3% | $139,456-78.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 23.15% | 79.26%-56.1pp | 68.28%-45.1pp | 373.45%-350.3pp |
| Employer contribution / active EE | $2,817 | $5,245-46.3% | $4,858-42.0% | $4,753-40.7% |
| Participant deferral / active EE | $8,543 | $8,101+5.4% | $7,759+10.1% | $6,711+27.3% |
| Admin fee / account holder | $315 | $12,402-97.5% | $10,764-97.1% | $11,407-97.2% |