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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 | $38,879 | $154,365-74.8% | $130,231-70.1% | $139,466-72.1% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.3%+23.7pp | 80.3%+19.7pp |
| Annual return | 28.54% | 30.53%-2.0pp | 38.86%-10.3pp | 373.66%-345.1pp |
| Employer contribution / active EE | $3,754 | $5,170-27.4% | $4,126-9.0% | $4,754-21.0% |
| Participant deferral / active EE | $11,108 | $8,498+30.7% | $6,799+63.4% | $6,712+65.5% |
| Admin fee / account holder | $7,163 | $9,214-22.3% | $6,020+19.0% | $11,409-37.2% |