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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 | $18,211 | $148,623-87.7% | $135,974-86.6% | $139,466-86.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.21% | 79.30%-58.1pp | 68.30%-47.1pp | 373.66%-352.5pp |
| Employer contribution / active EE | $5,540 | $5,246+5.6% | $4,859+14.0% | $4,754+16.5% |
| Participant deferral / active EE | $8,548 | $8,103+5.5% | $7,760+10.1% | $6,712+27.3% |
| Admin fee / account holder | $4,908 | $12,406-60.4% | $10,767-54.4% | $11,409-57.0% |