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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 | $17,460 | $148,582-88.2% | $135,942-87.2% | $139,456-87.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 29.71% | 79.26%-49.5pp | 68.28%-38.6pp | 373.45%-343.7pp |
| Employer contribution / active EE | $2,421 | $5,245-53.8% | $4,858-50.2% | $4,753-49.1% |
| Participant deferral / active EE | $8,518 | $8,101+5.1% | $7,759+9.8% | $6,711+26.9% |
| Admin fee / account holder | $462 | $12,402-96.3% | $10,764-95.7% | $11,407-96.0% |