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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 | $27,623 | $148,629-81.4% | $135,982-79.7% | $139,487-80.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.42% | 79.33%-61.9pp | 68.32%-50.9pp | 373.84%-356.4pp |
| Employer contribution / active EE | $13,417 | $5,247+155.7% | $4,859+176.1% | $4,755+182.2% |
| Participant deferral / active EE | $5,947 | $8,102-26.6% | $7,760-23.4% | $6,713-11.4% |
| Admin fee / account holder | $527 | $12,406-95.8% | $10,767-95.1% | $11,407-95.4% |