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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 | $38,103 | $160,070-76.2% | $147,117-74.1% | $145,897-73.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 26.60% | 98.69%-72.1pp | 420.54%-393.9pp | 552.29%-525.7pp |
| Employer contribution / active EE | $2,928 | $5,285-44.6% | $4,932-40.6% | $4,663-37.2% |
| Participant deferral / active EE | $9,835 | $8,419+16.8% | $8,065+22.0% | $6,689+47.0% |
| Admin fee / account holder | $7,751 | $15,035-48.4% | $12,993-40.3% | $13,390-42.1% |