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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 | $41,894 | $166,089-74.8% | $164,928-74.6% | $145,978-71.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 27.65% | 100.26%-72.6pp | 70.08%-42.4pp | 550.52%-522.9pp |
| Employer contribution / active EE | $4,790 | $5,276-9.2% | $4,343+10.3% | $4,662+2.7% |
| Participant deferral / active EE | $10,873 | $6,961+56.2% | $6,034+80.2% | $6,690+62.5% |
| Admin fee / account holder | $12,592 | $16,641-24.3% | $12,684-0.7% | $13,400-6.0% |