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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 | $25,711 | $148,623-82.7% | $135,974-81.1% | $139,466-81.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 26.90% | 79.30%-52.4pp | 68.30%-41.4pp | 373.66%-346.8pp |
| Employer contribution / active EE | $3,597 | $5,246-31.4% | $4,859-26.0% | $4,754-24.3% |
| Participant deferral / active EE | $8,962 | $8,103+10.6% | $7,760+15.5% | $6,712+33.5% |
| Admin fee / account holder | $427 | $12,406-96.6% | $10,767-96.0% | $11,409-96.3% |