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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 | $22,725 | $148,623-84.7% | $135,974-83.3% | $139,466-83.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 34.98% | 79.30%-44.3pp | 68.30%-33.3pp | 373.66%-338.7pp |
| Employer contribution / active EE | $3,763 | $5,246-28.3% | $4,859-22.6% | $4,754-20.8% |
| Participant deferral / active EE | $12,768 | $8,103+57.6% | $7,760+64.5% | $6,712+90.2% |
| Admin fee / account holder | $957 | $12,406-92.3% | $10,767-91.1% | $11,409-91.6% |