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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 | $32,570 | $196,972-83.5% | $182,262-82.1% | $198,609-83.6% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 19.98% | 158.27%-138.3pp | 140.60%-120.6pp | 202.70%-182.7pp |
| Employer contribution / active EE | $3,815 | $5,364-28.9% | $5,046-24.4% | $5,055-24.5% |
| Participant deferral / active EE | $6,323 | $8,643-26.8% | $8,276-23.6% | $6,977-9.4% |
| Admin fee / account holder | $11,779 | $18,429-36.1% | $16,712-29.5% | $19,030-38.1% |