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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 | $35,770 | $148,582-75.9% | $135,942-73.7% | $139,456-74.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.02% | 79.26%-58.2pp | 68.28%-47.3pp | 373.45%-352.4pp |
| Employer contribution / active EE | $9,461 | $5,245+80.4% | $4,858+94.8% | $4,753+99.1% |
| Participant deferral / active EE | $7,457 | $8,101-7.9% | $7,759-3.9% | $6,711+11.1% |
| Admin fee / account holder | $361 | $12,402-97.1% | $10,764-96.6% | $11,407-96.8% |