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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 | $33,053 | $148,623-77.8% | $135,974-75.7% | $139,466-76.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 25.47% | 79.30%-53.8pp | 68.30%-42.8pp | 373.66%-348.2pp |
| Employer contribution / active EE | $5,126 | $5,246-2.3% | $4,859+5.5% | $4,754+7.8% |
| Participant deferral / active EE | $12,123 | $8,103+49.6% | $7,760+56.2% | $6,712+80.6% |
| Admin fee / account holder | $1,122 | $12,406-91.0% | $10,767-89.6% | $11,409-90.2% |