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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 | $32,256 | $196,972-83.6% | $182,262-82.3% | $198,609-83.8% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 10.27% | 158.27%-148.0pp | 140.60%-130.3pp | 202.70%-192.4pp |
| Employer contribution / active EE | $2,756 | $5,364-48.6% | $5,046-45.4% | $5,055-45.5% |
| Participant deferral / active EE | $3,986 | $8,643-53.9% | $8,276-51.8% | $6,977-42.9% |
| Admin fee / account holder | $991 | $18,429-94.6% | $16,712-94.1% | $19,030-94.8% |