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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 | $37,663 | $196,972-80.9% | $182,262-79.3% | $198,609-81.0% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 20.36% | 158.27%-137.9pp | 140.60%-120.2pp | 202.70%-182.3pp |
| Employer contribution / active EE | $4,053 | $5,364-24.4% | $5,046-19.7% | $5,055-19.8% |
| Participant deferral / active EE | $15,217 | $8,643+76.1% | $8,276+83.9% | $6,977+118.1% |
| Admin fee / account holder | $7,905 | $18,429-57.1% | $16,712-52.7% | $19,030-58.5% |