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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 | $24,616 | $148,629-83.4% | $135,982-81.9% | $139,487-82.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 29.88% | 79.33%-49.4pp | 68.32%-38.4pp | 373.84%-344.0pp |
| Employer contribution / active EE | $4,152 | $5,247-20.9% | $4,859-14.6% | $4,755-12.7% |
| Participant deferral / active EE | $8,278 | $8,102+2.2% | $7,760+6.7% | $6,713+23.3% |
| Admin fee / account holder | $585 | $12,406-95.3% | $10,767-94.6% | $11,407-94.9% |