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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 | $24,217 | $148,623-83.7% | $135,974-82.2% | $139,466-82.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 43.34% | 79.30%-36.0pp | 68.30%-25.0pp | 373.66%-330.3pp |
| Employer contribution / active EE | $5,554 | $5,246+5.9% | $4,859+14.3% | $4,754+16.8% |
| Participant deferral / active EE | $19,355 | $8,103+138.9% | $7,760+149.4% | $6,712+188.4% |
| Admin fee / account holder | $1,715 | $12,406-86.2% | $10,767-84.1% | $11,409-85.0% |