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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 | $31,637 | $148,582-78.7% | $135,942-76.7% | $139,456-77.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 34.53% | 79.26%-44.7pp | 68.28%-33.7pp | 373.45%-338.9pp |
| Employer contribution / active EE | $6,585 | $5,245+25.6% | $4,858+35.6% | $4,753+38.6% |
| Participant deferral / active EE | $12,058 | $8,101+48.8% | $7,759+55.4% | $6,711+79.7% |
| Admin fee / account holder | $836 | $12,402-93.3% | $10,764-92.2% | $11,407-92.7% |