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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 | $27,398 | $148,582-81.6% | $135,942-79.8% | $139,456-80.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.94% | 79.26%-58.3pp | 68.28%-47.3pp | 373.45%-352.5pp |
| Employer contribution / active EE | $2,726 | $5,245-48.0% | $4,858-43.9% | $4,753-42.6% |
| Participant deferral / active EE | $6,447 | $8,101-20.4% | $7,759-16.9% | $6,711-3.9% |
| Admin fee / account holder | $312 | $12,402-97.5% | $10,764-97.1% | $11,407-97.3% |