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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 | $30,965 | $185,856-83.3% | $170,028-81.8% | $139,456-77.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 19.41% | 60.52%-41.1pp | 53.39%-34.0pp | 373.45%-354.0pp |
| Employer contribution / active EE | $4,007 | $7,593-47.2% | $6,788-41.0% | $4,753-15.7% |
| Participant deferral / active EE | $5,868 | $11,623-49.5% | $10,409-43.6% | $6,711-12.6% |
| Admin fee / account holder | $354 | $15,387-97.7% | $12,820-97.2% | $11,407-96.9% |