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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 | $29,983 | $148,623-79.8% | $135,974-77.9% | $139,466-78.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.91% | 79.30%-62.4pp | 68.30%-51.4pp | 373.66%-356.7pp |
| Employer contribution / active EE | $8,332 | $5,246+58.8% | $4,859+71.5% | $4,754+75.3% |
| Participant deferral / active EE | $8,730 | $8,103+7.7% | $7,760+12.5% | $6,712+30.1% |
| Admin fee / account holder | $510 | $12,406-95.9% | $10,767-95.3% | $11,409-95.5% |