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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 | $39,028 | $148,582-73.7% | $135,942-71.3% | $139,456-72.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.20% | 79.26%-59.1pp | 68.28%-48.1pp | 373.45%-353.3pp |
| Employer contribution / active EE | $4,937 | $5,245-5.9% | $4,858+1.6% | $4,753+3.9% |
| Participant deferral / active EE | $12,162 | $8,101+50.1% | $7,759+56.7% | $6,711+81.2% |
| Admin fee / account holder | $3,400 | $12,402-72.6% | $10,764-68.4% | $11,407-70.2% |