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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 | $27,421 | $148,629-81.6% | $135,982-79.8% | $139,487-80.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.40% | 79.33%-60.9pp | 68.32%-49.9pp | 373.84%-355.4pp |
| Employer contribution / active EE | $3,872 | $5,247-26.2% | $4,859-20.3% | $4,755-18.6% |
| Participant deferral / active EE | $12,859 | $8,102+58.7% | $7,760+65.7% | $6,713+91.6% |
| Admin fee / account holder | $1,626 | $12,406-86.9% | $10,767-84.9% | $11,407-85.7% |