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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 | $29,422 | $148,623-80.2% | $135,974-78.4% | $139,466-78.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.83% | 79.30%-58.5pp | 68.30%-47.5pp | 373.66%-352.8pp |
| Employer contribution / active EE | $5,190 | $5,246-1.1% | $4,859+6.8% | $4,754+9.2% |
| Participant deferral / active EE | $14,137 | $8,103+74.5% | $7,760+82.2% | $6,712+110.6% |
| Admin fee / account holder | $4,832 | $12,406-61.0% | $10,767-55.1% | $11,409-57.6% |