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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 | $29,268 | $208,088-85.9% | $186,193-84.3% | $154,746-81.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 18.83% | 89.97%-71.1pp | 78.03%-59.2pp | 172.34%-153.5pp |
| Employer contribution / active EE | $5,633 | $4,340+29.8% | $3,918+43.8% | $4,379+28.6% |
| Participant deferral / active EE | $2,852 | $7,078-59.7% | $6,513-56.2% | $6,730-57.6% |
| Admin fee / account holder | $880 | $11,698-92.5% | $11,058-92.0% | $14,365-93.9% |