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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 | $46,395 | $196,972-76.4% | $182,262-74.5% | $198,609-76.6% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 25.92% | 158.27%-132.4pp | 140.60%-114.7pp | 202.70%-176.8pp |
| Employer contribution / active EE | $3,681 | $5,364-31.4% | $5,046-27.0% | $5,055-27.2% |
| Participant deferral / active EE | $12,985 | $8,643+50.2% | $8,276+56.9% | $6,977+86.1% |
| Admin fee / account holder | $1,927 | $18,429-89.5% | $16,712-88.5% | $19,030-89.9% |