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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 | $25,289 | $114,013-77.8% | $103,693-75.6% | $155,188-83.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 27.62% | 49.31%-21.7pp | 47.61%-20.0pp | 148.84%-121.2pp |
| Employer contribution / active EE | $8,977 | $3,131+186.7% | $2,920+207.4% | $4,248+111.3% |
| Participant deferral / active EE | $1,555 | $4,970-68.7% | $4,579-66.0% | $6,531-76.2% |
| Admin fee / account holder | $2,167 | $8,407-74.2% | $7,858-72.4% | $14,480-85.0% |