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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 | $24,020 | $148,623-83.8% | $135,974-82.3% | $139,466-82.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.01% | 79.30%-60.3pp | 68.30%-49.3pp | 373.66%-354.7pp |
| Employer contribution / active EE | $2,631 | $5,246-49.9% | $4,859-45.9% | $4,754-44.7% |
| Participant deferral / active EE | $9,810 | $8,103+21.1% | $7,760+26.4% | $6,712+46.2% |
| Admin fee / account holder | $350 | $12,406-97.2% | $10,767-96.7% | $11,409-96.9% |