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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 | $25,074 | $165,381-84.8% | $149,730-83.3% | $158,966-84.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.98% | 348.29%-330.3pp | 276.70%-258.7pp | 302.95%-285.0pp |
| Employer contribution / active EE | $1,777 | $5,104-65.2% | $4,645-61.7% | $4,762-62.7% |
| Participant deferral / active EE | $3,391 | $7,182-52.8% | $6,843-50.4% | $5,983-43.3% |
| Admin fee / account holder | $14,891 | $10,809+37.8% | $9,310+59.9% | $11,250+32.4% |