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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 | $24,930 | $134,817-81.5% | $123,973-79.9% | $155,188-83.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 25.11% | 515.49%-490.4pp | 388.13%-363.0pp | 148.84%-123.7pp |
| Employer contribution / active EE | $2,962 | $4,425-33.1% | $4,126-28.2% | $4,248-30.3% |
| Participant deferral / active EE | $6,909 | $5,706+21.1% | $5,247+31.7% | $6,531+5.8% |
| Admin fee / account holder | $1,484 | $13,245-88.8% | $11,799-87.4% | $14,480-89.8% |