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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 | $30,921 | $156,398-80.2% | $147,318-79.0% | $138,895-77.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 18.74% | 78.75%-60.0pp | 70.43%-51.7pp | 145.39%-126.6pp |
| Employer contribution / active EE | $2,557 | $4,853-47.3% | $4,593-44.3% | $4,194-39.0% |
| Participant deferral / active EE | $15,707 | $8,237+90.7% | $7,906+98.7% | $6,396+145.6% |
| Admin fee / account holder | $7,966 | $14,976-46.8% | $13,708-41.9% | $12,562-36.6% |