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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 | $24,927 | $148,629-83.2% | $135,982-81.7% | $139,487-82.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.89% | 79.33%-65.4pp | 68.32%-54.4pp | 373.84%-359.9pp |
| Employer contribution / active EE | $3,720 | $5,247-29.1% | $4,859-23.4% | $4,755-21.8% |
| Participant deferral / active EE | $4,238 | $8,102-47.7% | $7,760-45.4% | $6,713-36.9% |
| Admin fee / account holder | $1,552 | $12,406-87.5% | $10,767-85.6% | $11,407-86.4% |