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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 | $24,291 | $148,623-83.7% | $135,974-82.1% | $139,466-82.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.70% | 79.30%-65.6pp | 68.30%-54.6pp | 373.66%-360.0pp |
| Employer contribution / active EE | $6,065 | $5,246+15.6% | $4,859+24.8% | $4,754+27.6% |
| Participant deferral / active EE | $2,578 | $8,103-68.2% | $7,760-66.8% | $6,712-61.6% |
| Admin fee / account holder | $728 | $12,406-94.1% | $10,767-93.2% | $11,409-93.6% |