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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 | $23,061 | $148,582-84.5% | $135,942-83.0% | $139,456-83.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.79% | 79.26%-65.5pp | 68.28%-54.5pp | 373.45%-359.7pp |
| Employer contribution / active EE | $2,659 | $5,245-49.3% | $4,858-45.3% | $4,753-44.1% |
| Participant deferral / active EE | $7,705 | $8,101-4.9% | $7,759-0.7% | $6,711+14.8% |
| Admin fee / account holder | $895 | $12,402-92.8% | $10,764-91.7% | $11,407-92.2% |