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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 | $18,103 | $107,368-83.1% | $92,915-80.5% | $152,909-88.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 16.79% | 145.64%-128.9pp | 109.45%-92.7pp | 345.46%-328.7pp |
| Employer contribution / active EE | $4,998 | $4,222+18.4% | $3,653+36.8% | $4,764+4.9% |
| Participant deferral / active EE | $2,920 | $4,848-39.8% | $4,238-31.1% | $5,851-50.1% |
| Admin fee / account holder | $7,832 | $7,082+10.6% | $5,796+35.1% | $11,601-32.5% |