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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 | $18,995 | $148,582-87.2% | $135,942-86.0% | $139,456-86.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.75% | 79.26%-58.5pp | 68.28%-47.5pp | 373.45%-352.7pp |
| Employer contribution / active EE | $2,917 | $5,245-44.4% | $4,858-39.9% | $4,753-38.6% |
| Participant deferral / active EE | $4,767 | $8,101-41.2% | $7,759-38.6% | $6,711-29.0% |
| Admin fee / account holder | $2,056 | $12,402-83.4% | $10,764-80.9% | $11,407-82.0% |