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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 | $18,681 | $148,623-87.4% | $135,974-86.3% | $139,466-86.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.82% | 79.30%-60.5pp | 68.30%-49.5pp | 373.66%-354.8pp |
| Employer contribution / active EE | $1,840 | $5,246-64.9% | $4,859-62.1% | $4,754-61.3% |
| Participant deferral / active EE | $3,729 | $8,103-54.0% | $7,760-51.9% | $6,712-44.4% |
| Admin fee / account holder | $526 | $12,406-95.8% | $10,767-95.1% | $11,409-95.4% |