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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 | $83,814 | $171,272-51.1% | $127,803-34.4% | $152,897-45.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.0%+21.0pp | 82.5%+17.5pp |
| Annual return | 23.42% | 23.54%-0.1pp | 26.14%-2.7pp | 345.43%-322.0pp |
| Employer contribution / active EE | $8,013 | $5,451+47.0% | $4,576+75.1% | $4,764+68.2% |
| Participant deferral / active EE | $15,427 | $7,043+119.0% | $6,023+156.1% | $5,851+163.7% |
| Admin fee / account holder | $5,382 | $14,540-63.0% | $9,399-42.7% | $11,599-53.6% |