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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 | $29,348 | $148,623-80.3% | $135,974-78.4% | $139,466-79.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.82% | 79.30%-60.5pp | 68.30%-49.5pp | 373.66%-354.8pp |
| Employer contribution / active EE | $3,757 | $5,246-28.4% | $4,859-22.7% | $4,754-21.0% |
| Participant deferral / active EE | $10,282 | $8,103+26.9% | $7,760+32.5% | $6,712+53.2% |
| Admin fee / account holder | $17,306 | $12,406+39.5% | $10,767+60.7% | $11,409+51.7% |