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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 | $27,264 | $129,737-79.0% | $119,126-77.1% | $154,746-82.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 12.87% | 379.08%-366.2pp | 282.11%-269.2pp | 172.34%-159.5pp |
| Employer contribution / active EE | $4,816 | $4,375+10.1% | $4,034+19.4% | $4,379+10.0% |
| Participant deferral / active EE | $2,539 | $5,842-56.5% | $5,318-52.3% | $6,730-62.3% |
| Admin fee / account holder | $969 | $11,961-91.9% | $10,693-90.9% | $14,365-93.3% |