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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 | $28,333 | $129,737-78.2% | $119,126-76.2% | $154,746-81.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 18.08% | 379.08%-361.0pp | 282.11%-264.0pp | 172.34%-154.3pp |
| Employer contribution / active EE | $2,306 | $4,375-47.3% | $4,034-42.8% | $4,379-47.3% |
| Participant deferral / active EE | $8,734 | $5,842+49.5% | $5,318+64.2% | $6,730+29.8% |
| Admin fee / account holder | $12,248 | $11,961+2.4% | $10,693+14.5% | $14,365-14.7% |