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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 | $35,516 | $108,942-67.4% | $100,415-64.6% | $145,897-75.7% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 14.47% | 58.27%-43.8pp | 49.47%-35.0pp | 552.29%-537.8pp |
| Employer contribution / active EE | $3,441 | $4,422-22.2% | $3,943-12.7% | $4,663-26.2% |
| Participant deferral / active EE | $8,639 | $8,461+2.1% | $8,091+6.8% | $6,689+29.2% |
| Admin fee / account holder | $842 | $9,702-91.3% | $7,906-89.3% | $13,390-93.7% |