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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 | $29,689 | $148,582-80.0% | $135,942-78.2% | $139,456-78.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.40% | 79.26%-66.9pp | 68.28%-55.9pp | 373.45%-361.1pp |
| Employer contribution / active EE | $4,643 | $5,245-11.5% | $4,858-4.4% | $4,753-2.3% |
| Participant deferral / active EE | $4,423 | $8,101-45.4% | $7,759-43.0% | $6,711-34.1% |
| Admin fee / account holder | $195,395 | $12,402+1475.5% | $10,764+1715.3% | $11,407+1612.9% |