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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 | $20,758 | $183,516-88.7% | $155,534-86.7% | $145,884-85.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.13% | 61.43%-49.3pp | 64.92%-52.8pp | 551.85%-539.7pp |
| Employer contribution / active EE | $1,597 | $5,315-69.9% | $4,675-65.8% | $4,662-65.7% |
| Participant deferral / active EE | $3,232 | $6,467-50.0% | $5,630-42.6% | $6,690-51.7% |
| Admin fee / account holder | $3,960 | $19,293-79.5% | $15,900-75.1% | $13,392-70.4% |