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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 | $34,894 | $196,972-82.3% | $182,262-80.9% | $198,609-82.4% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 19.42% | 158.27%-138.9pp | 140.60%-121.2pp | 202.70%-183.3pp |
| Employer contribution / active EE | $7,166 | $5,364+33.6% | $5,046+42.0% | $5,055+41.7% |
| Participant deferral / active EE | $16,704 | $8,643+93.3% | $8,276+101.8% | $6,977+139.4% |
| Admin fee / account holder | $8,236 | $18,429-55.3% | $16,712-50.7% | $19,030-56.7% |