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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 | $27,966 | $185,883-85.0% | $170,043-83.6% | $139,466-79.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 11.10% | 60.54%-49.4pp | 53.40%-42.3pp | 373.66%-362.6pp |
| Employer contribution / active EE | $5,651 | $7,596-25.6% | $6,790-16.8% | $4,754+18.9% |
| Participant deferral / active EE | $5,468 | $11,626-53.0% | $10,410-47.5% | $6,712-18.5% |
| Admin fee / account holder | $1,319 | $15,393-91.4% | $12,824-89.7% | $11,409-88.4% |