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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 | $25,949 | $178,174-85.4% | $156,181-83.4% | $137,256-81.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 21.51% | 84.19%-62.7pp | 64.87%-43.4pp | 220.34%-198.8pp |
| Employer contribution / active EE | $8,834 | $4,972+77.7% | $4,294+105.7% | $4,156+112.6% |
| Participant deferral / active EE | $4,420 | $6,888-35.8% | $6,132-27.9% | $6,407-31.0% |
| Admin fee / account holder | $2,685 | $17,404-84.6% | $14,586-81.6% | $12,270-78.1% |