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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 | $29,907 | $176,105-83.0% | $159,474-81.2% | $167,536-82.1% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 21.97% | 331.91%-309.9pp | 263.68%-241.7pp | 478.82%-456.8pp |
| Employer contribution / active EE | $3,583 | $5,299-32.4% | $4,831-25.8% | $4,839-26.0% |
| Participant deferral / active EE | $8,083 | $7,751+4.3% | $7,353+9.9% | $6,342+27.5% |
| Admin fee / account holder | $1,181 | $12,559-90.6% | $10,802-89.1% | $12,315-90.4% |