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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 | $29,871 | $185,905-83.9% | $170,057-82.4% | $139,487-78.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.96% | 60.56%-44.6pp | 53.42%-37.5pp | 373.84%-357.9pp |
| Employer contribution / active EE | $6,733 | $7,597-11.4% | $6,790-0.8% | $4,755+41.6% |
| Participant deferral / active EE | $7,500 | $11,627-35.5% | $10,411-28.0% | $6,713+11.7% |
| Admin fee / account holder | $1,371 | $15,397-91.1% | $12,826-89.3% | $11,407-88.0% |