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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 | $20,758 | $148,623-86.0% | $135,974-84.7% | $139,466-85.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.22% | 79.30%-58.1pp | 68.30%-47.1pp | 373.66%-352.4pp |
| Employer contribution / active EE | $4,192 | $5,246-20.1% | $4,859-13.7% | $4,754-11.8% |
| Participant deferral / active EE | $7,260 | $8,103-10.4% | $7,760-6.4% | $6,712+8.2% |
| Admin fee / account holder | $4,299 | $12,406-65.3% | $10,767-60.1% | $11,409-62.3% |