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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 | $26,892 | $166,131-83.8% | $164,975-83.7% | $145,877-81.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.41% | 100.37%-86.0pp | 70.12%-55.7pp | 551.28%-536.9pp |
| Employer contribution / active EE | $4,168 | $5,276-21.0% | $4,343-4.0% | $4,663-10.6% |
| Participant deferral / active EE | $8,405 | $6,962+20.7% | $6,033+39.3% | $6,691+25.6% |
| Admin fee / account holder | $20,543 | $16,648+23.4% | $12,688+61.9% | $13,402+53.3% |