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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 | $25,173 | $157,296-84.0% | $141,191-82.2% | $152,897-83.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 35.00% | 64.34%-29.3pp | 71.41%-36.4pp | 345.43%-310.4pp |
| Employer contribution / active EE | $3,903 | $5,262-25.8% | $4,736-17.6% | $4,764-18.1% |
| Participant deferral / active EE | $7,780 | $7,111+9.4% | $6,710+15.9% | $5,851+33.0% |
| Admin fee / account holder | $1,640 | $12,125-86.5% | $10,264-84.0% | $11,599-85.9% |