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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 | $22,075 | $111,814-80.3% | $103,378-78.6% | $145,978-84.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 61.72% | 24.80%+36.9pp | 24.91%+36.8pp | 550.52%-488.8pp |
| Employer contribution / active EE | $2,898 | $4,215-31.2% | $3,870-25.1% | $4,662-37.8% |
| Participant deferral / active EE | $7,980 | $5,618+42.0% | $5,058+57.8% | $6,690+19.3% |
| Admin fee / account holder | $7,434 | $9,764-23.9% | $8,401-11.5% | $13,400-44.5% |