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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 | $21,060 | $148,623-85.8% | $135,974-84.5% | $139,466-84.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 25.71% | 79.30%-53.6pp | 68.30%-42.6pp | 373.66%-347.9pp |
| Employer contribution / active EE | $4,115 | $5,246-21.6% | $4,859-15.3% | $4,754-13.4% |
| Participant deferral / active EE | $7,448 | $8,103-8.1% | $7,760-4.0% | $6,712+11.0% |
| Admin fee / account holder | $880 | $12,406-92.9% | $10,767-91.8% | $11,409-92.3% |