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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 | $27,888 | $165,381-83.1% | $149,730-81.4% | $158,966-82.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.27% | 348.29%-328.0pp | 276.70%-256.4pp | 302.95%-282.7pp |
| Employer contribution / active EE | $3,006 | $5,104-41.1% | $4,645-35.3% | $4,762-36.9% |
| Participant deferral / active EE | $5,007 | $7,182-30.3% | $6,843-26.8% | $5,983-16.3% |
| Admin fee / account holder | $339 | $10,809-96.9% | $9,310-96.4% | $11,250-97.0% |