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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 | $19,430 | $148,623-86.9% | $135,974-85.7% | $139,466-86.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.40% | 79.30%-57.9pp | 68.30%-46.9pp | 373.66%-352.3pp |
| Employer contribution / active EE | $2,724 | $5,246-48.1% | $4,859-43.9% | $4,754-42.7% |
| Participant deferral / active EE | $3,356 | $8,103-58.6% | $7,760-56.8% | $6,712-50.0% |
| Admin fee / account holder | $1,077 | $12,406-91.3% | $10,767-90.0% | $11,409-90.6% |