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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 | $26,240 | $148,582-82.3% | $135,942-80.7% | $139,456-81.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.39% | 79.26%-65.9pp | 68.28%-54.9pp | 373.45%-360.1pp |
| Employer contribution / active EE | $5,086 | $5,245-3.0% | $4,858+4.7% | $4,753+7.0% |
| Participant deferral / active EE | $7,601 | $8,101-6.2% | $7,759-2.0% | $6,711+13.3% |
| Admin fee / account holder | $12,817 | $12,402+3.3% | $10,764+19.1% | $11,407+12.4% |