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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 | $21,554 | $165,584-87.0% | $142,942-84.9% | $137,256-84.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 76.8%+23.2pp | 80.0%+20.0pp |
| Annual return | 15.77% | 164.22%-148.5pp | 113.70%-97.9pp | 220.34%-204.6pp |
| Employer contribution / active EE | $3,439 | $4,725-27.2% | $4,139-16.9% | $4,156-17.2% |
| Participant deferral / active EE | $4,376 | $8,194-46.6% | $7,128-38.6% | $6,407-31.7% |
| Admin fee / account holder | $1,431 | $16,167-91.2% | $12,475-88.5% | $12,270-88.3% |