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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 | $32,742 | $166,089-80.3% | $164,928-80.1% | $145,978-77.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.97% | 100.26%-89.3pp | 70.08%-59.1pp | 550.52%-539.5pp |
| Employer contribution / active EE | $3,977 | $5,276-24.6% | $4,343-8.4% | $4,662-14.7% |
| Participant deferral / active EE | $3,617 | $6,961-48.0% | $6,034-40.1% | $6,690-45.9% |
| Admin fee / account holder | $998 | $16,641-94.0% | $12,684-92.1% | $13,400-92.6% |