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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 | $39,047 | $148,582-73.7% | $135,942-71.3% | $139,456-72.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.95% | 79.26%-57.3pp | 68.28%-46.3pp | 373.45%-351.5pp |
| Employer contribution / active EE | $1,845 | $5,245-64.8% | $4,858-62.0% | $4,753-61.2% |
| Participant deferral / active EE | $11,567 | $8,101+42.8% | $7,759+49.1% | $6,711+72.4% |
| Admin fee / account holder | $843 | $12,402-93.2% | $10,764-92.2% | $11,407-92.6% |