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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 | $32,672 | $148,623-78.0% | $135,974-76.0% | $139,466-76.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.86% | 79.30%-58.4pp | 68.30%-47.4pp | 373.66%-352.8pp |
| Employer contribution / active EE | $8,364 | $5,246+59.4% | $4,859+72.1% | $4,754+75.9% |
| Participant deferral / active EE | $13,504 | $8,103+66.7% | $7,760+74.0% | $6,712+101.2% |
| Admin fee / account holder | $3,325 | $12,406-73.2% | $10,767-69.1% | $11,409-70.9% |