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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 | $32,007 | $185,856-82.8% | $170,028-81.2% | $139,456-77.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 21.43% | 60.52%-39.1pp | 53.39%-32.0pp | 373.45%-352.0pp |
| Employer contribution / active EE | $2,600 | $7,593-65.8% | $6,788-61.7% | $4,753-45.3% |
| Participant deferral / active EE | $8,133 | $11,623-30.0% | $10,409-21.9% | $6,711+21.2% |
| Admin fee / account holder | $414 | $15,387-97.3% | $12,820-96.8% | $11,407-96.4% |