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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 | $28,010 | $185,883-84.9% | $170,043-83.5% | $139,466-79.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.18% | 60.54%-43.4pp | 53.40%-36.2pp | 373.66%-356.5pp |
| Employer contribution / active EE | $2,289 | $7,596-69.9% | $6,790-66.3% | $4,754-51.9% |
| Participant deferral / active EE | $5,090 | $11,626-56.2% | $10,410-51.1% | $6,712-24.2% |
| Admin fee / account holder | $1,860 | $15,393-87.9% | $12,824-85.5% | $11,409-83.7% |