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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 | $16,379 | $105,158-84.4% | $94,672-82.7% | $139,487-88.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 28.08% | 38.11%-10.0pp | 156.89%-128.8pp | 373.84%-345.8pp |
| Employer contribution / active EE | $4,967 | $4,107+20.9% | $3,673+35.2% | $4,755+4.5% |
| Participant deferral / active EE | $8,541 | $7,599+12.4% | $7,417+15.1% | $6,713+27.2% |
| Admin fee / account holder | $1,686 | $8,972-81.2% | $7,222-76.7% | $11,407-85.2% |