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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 | $26,225 | $197,819-86.7% | $155,789-83.2% | $125,389-79.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | 43.72% | 86.73%-43.0pp | 71.54%-27.8pp | 282.24%-238.5pp |
| Employer contribution / active EE | $17,604 | $4,850+262.9% | $3,839+358.6% | $4,866+261.8% |
| Participant deferral / active EE | $5,630 | $5,6310% | $4,798+17.3% | $5,352+5.2% |
| Admin fee / account holder | $7,446 | $9,544-22.0% | $7,477-0.4% | $9,541-22.0% |