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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 | $38,879 | $196,972-80.3% | $182,262-78.7% | $198,609-80.4% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 16.91% | 158.27%-141.4pp | 140.60%-123.7pp | 202.70%-185.8pp |
| Employer contribution / active EE | $4,338 | $5,364-19.1% | $5,046-14.0% | $5,055-14.2% |
| Participant deferral / active EE | $14,805 | $8,643+71.3% | $8,276+78.9% | $6,977+112.2% |
| Admin fee / account holder | $12,109 | $18,429-34.3% | $16,712-27.5% | $19,030-36.4% |