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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 | $24,608 | $148,629-83.4% | $135,982-81.9% | $139,487-82.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 25.19% | 79.33%-54.1pp | 68.32%-43.1pp | 373.84%-348.6pp |
| Employer contribution / active EE | $7,423 | $5,247+41.5% | $4,859+52.8% | $4,755+56.1% |
| Participant deferral / active EE | $7,723 | $8,102-4.7% | $7,760-0.5% | $6,713+15.0% |
| Admin fee / account holder | $3,794 | $12,406-69.4% | $10,767-64.8% | $11,407-66.7% |