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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 | $25,041 | $172,111-85.5% | $150,298-83.3% | $137,256-81.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 23.17% | 69.37%-46.2pp | 62.79%-39.6pp | 220.34%-197.2pp |
| Employer contribution / active EE | $2,543 | $4,636-45.2% | $4,154-38.8% | $4,156-38.8% |
| Participant deferral / active EE | $2,407 | $6,166-61.0% | $5,453-55.9% | $6,407-62.4% |
| Admin fee / account holder | $9,683 | $16,471-41.2% | $14,116-31.4% | $12,270-21.1% |