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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 | $20,972 | $176,105-88.1% | $159,474-86.8% | $167,536-87.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.11% | 331.91%-314.8pp | 263.68%-246.6pp | 478.82%-461.7pp |
| Employer contribution / active EE | $3,347 | $5,299-36.8% | $4,831-30.7% | $4,839-30.8% |
| Participant deferral / active EE | $8,070 | $7,751+4.1% | $7,353+9.7% | $6,342+27.2% |
| Admin fee / account holder | $1,768 | $12,559-85.9% | $10,802-83.6% | $12,315-85.6% |