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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 | $19,384 | $148,623-87.0% | $135,974-85.7% | $139,466-86.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.27% | 79.30%-60.0pp | 68.30%-49.0pp | 373.66%-354.4pp |
| Employer contribution / active EE | $3,659 | $5,246-30.3% | $4,859-24.7% | $4,754-23.0% |
| Participant deferral / active EE | $8,301 | $8,103+2.5% | $7,760+7.0% | $6,712+23.7% |
| Admin fee / account holder | $3,101 | $12,406-75.0% | $10,767-71.2% | $11,409-72.8% |