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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 | $18,799 | $148,582-87.3% | $135,942-86.2% | $139,456-86.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 65.04% | 79.26%-14.2pp | 68.28%-3.2pp | 373.45%-308.4pp |
| Employer contribution / active EE | $2,014 | $5,245-61.6% | $4,858-58.5% | $4,753-57.6% |
| Participant deferral / active EE | $11,685 | $8,101+44.2% | $7,759+50.6% | $6,711+74.1% |
| Admin fee / account holder | $759 | $12,402-93.9% | $10,764-92.9% | $11,407-93.3% |