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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 | $27,215 | $148,582-81.7% | $135,942-80.0% | $139,456-80.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 25.16% | 79.26%-54.1pp | 68.28%-43.1pp | 373.45%-348.3pp |
| Employer contribution / active EE | $3,329 | $5,245-36.5% | $4,858-31.5% | $4,753-30.0% |
| Participant deferral / active EE | $8,459 | $8,101+4.4% | $7,759+9.0% | $6,711+26.0% |
| Admin fee / account holder | $553 | $12,402-95.5% | $10,764-94.9% | $11,407-95.2% |