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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 | $34,611 | $148,629-76.7% | $135,982-74.5% | $139,487-75.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 23.55% | 79.33%-55.8pp | 68.32%-44.8pp | 373.84%-350.3pp |
| Employer contribution / active EE | $3,950 | $5,247-24.7% | $4,859-18.7% | $4,755-16.9% |
| Participant deferral / active EE | $9,889 | $8,102+22.1% | $7,760+27.4% | $6,713+47.3% |
| Admin fee / account holder | $376 | $12,406-97.0% | $10,767-96.5% | $11,407-96.7% |