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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 | $25,677 | $225,673-88.6% | $203,872-87.4% | $155,188-83.5% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 24.50% | 95.91%-71.4pp | 85.11%-60.6pp | 148.84%-124.3pp |
| Employer contribution / active EE | $1,573 | $4,099-61.6% | $3,757-58.1% | $4,248-63.0% |
| Participant deferral / active EE | $7,537 | $6,893+9.3% | $6,388+18.0% | $6,531+15.4% |
| Admin fee / account holder | $1,022 | $12,327-91.7% | $11,730-91.3% | $14,480-92.9% |