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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 | $17,979 | $148,623-87.9% | $135,974-86.8% | $139,466-87.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 22.52% | 79.30%-56.8pp | 68.30%-45.8pp | 373.66%-351.1pp |
| Employer contribution / active EE | $3,875 | $5,246-26.1% | $4,859-20.2% | $4,754-18.5% |
| Participant deferral / active EE | $5,139 | $8,103-36.6% | $7,760-33.8% | $6,712-23.4% |
| Admin fee / account holder | $1,326 | $12,406-89.3% | $10,767-87.7% | $11,409-88.4% |