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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 | $29,470 | $225,673-86.9% | $203,872-85.5% | $155,188-81.0% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 113.10% | 95.91%+17.2pp | 85.11%+28.0pp | 148.84%-35.7pp |
| Employer contribution / active EE | $2,487 | $4,099-39.3% | $3,757-33.8% | $4,248-41.5% |
| Participant deferral / active EE | $3,281 | $6,893-52.4% | $6,388-48.6% | $6,531-49.8% |
| Admin fee / account holder | $1,286 | $12,327-89.6% | $11,730-89.0% | $14,480-91.1% |