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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 | $31,775 | $148,623-78.6% | $135,974-76.6% | $139,466-77.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.12% | 79.30%-58.2pp | 68.30%-47.2pp | 373.66%-352.5pp |
| Employer contribution / active EE | $2,645 | $5,246-49.6% | $4,859-45.6% | $4,754-44.4% |
| Participant deferral / active EE | $4,732 | $8,103-41.6% | $7,760-39.0% | $6,712-29.5% |
| Admin fee / account holder | $543 | $12,406-95.6% | $10,767-95.0% | $11,409-95.2% |