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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 | $33,246 | $160,070-79.2% | $147,117-77.4% | $145,897-77.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.78% | 98.69%-87.9pp | 420.54%-409.8pp | 552.29%-541.5pp |
| Employer contribution / active EE | $3,212 | $5,285-39.2% | $4,932-34.9% | $4,663-31.1% |
| Participant deferral / active EE | $8,549 | $8,419+1.5% | $8,065+6.0% | $6,689+27.8% |
| Admin fee / account holder | $9,511 | $15,035-36.7% | $12,993-26.8% | $13,390-29.0% |