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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 | $27,370 | $185,883-85.3% | $170,043-83.9% | $139,466-80.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 30.46% | 60.54%-30.1pp | 53.40%-22.9pp | 373.66%-343.2pp |
| Employer contribution / active EE | $1,909 | $7,596-74.9% | $6,790-71.9% | $4,754-59.8% |
| Participant deferral / active EE | $8,380 | $11,626-27.9% | $10,410-19.5% | $6,712+24.8% |
| Admin fee / account holder | $863 | $15,393-94.4% | $12,824-93.3% | $11,409-92.4% |