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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 | $40,873 | $227,399-82.0% | $189,758-78.5% | $198,609-79.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 13.68% | 61.03%-47.4pp | 52.62%-38.9pp | 202.70%-189.0pp |
| Employer contribution / active EE | $3,766 | $5,526-31.9% | $4,767-21.0% | $5,055-25.5% |
| Participant deferral / active EE | $3,567 | $6,837-47.8% | $5,856-39.1% | $6,977-48.9% |
| Admin fee / account holder | $349 | $25,162-98.6% | $20,388-98.3% | $19,030-98.2% |