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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 | $18,363 | $148,623-87.6% | $135,974-86.5% | $139,466-86.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.77% | 79.30%-60.5pp | 68.30%-49.5pp | 373.66%-354.9pp |
| Employer contribution / active EE | $15,967 | $5,246+204.3% | $4,859+228.6% | $4,754+235.9% |
| Participant deferral / active EE | $25,689 | $8,103+217.0% | $7,760+231.0% | $6,712+282.7% |
| Admin fee / account holder | $7,333 | $12,406-40.9% | $10,767-31.9% | $11,409-35.7% |