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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 | $21,021 | $148,582-85.9% | $135,942-84.5% | $139,456-84.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 40.87% | 79.26%-38.4pp | 68.28%-27.4pp | 373.45%-332.6pp |
| Employer contribution / active EE | $4,425 | $5,245-15.6% | $4,858-8.9% | $4,753-6.9% |
| Participant deferral / active EE | $10,645 | $8,101+31.4% | $7,759+37.2% | $6,711+58.6% |
| Admin fee / account holder | $611 | $12,402-95.1% | $10,764-94.3% | $11,407-94.6% |