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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 | $24,509 | $97,078-74.8% | $103,065-76.2% | $145,897-83.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.6%+19.4pp | 80.3%+19.7pp |
| Annual return | 16.77% | 25.49%-8.7pp | 23.95%-7.2pp | 552.29%-535.5pp |
| Employer contribution / active EE | $4,374 | $4,680-6.5% | $4,675-6.4% | $4,663-6.2% |
| Participant deferral / active EE | $9,565 | $6,601+44.9% | $6,625+44.4% | $6,689+43.0% |
| Admin fee / account holder | $8,178 | $12,505-34.6% | $9,349-12.5% | $13,390-38.9% |