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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 | $82,486 | $196,972-58.1% | $182,262-54.7% | $198,609-58.5% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 19.32% | 158.27%-139.0pp | 140.60%-121.3pp | 202.70%-183.4pp |
| Employer contribution / active EE | $6,942 | $5,364+29.4% | $5,046+37.6% | $5,055+37.3% |
| Participant deferral / active EE | $24,473 | $8,643+183.2% | $8,276+195.7% | $6,977+250.8% |
| Admin fee / account holder | $8,297 | $18,429-55.0% | $16,712-50.4% | $19,030-56.4% |