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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 | $20,059 | $160,040-87.5% | $147,096-86.4% | $145,877-86.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.27% | 98.49%-86.2pp | 419.75%-407.5pp | 551.28%-539.0pp |
| Employer contribution / active EE | $3,599 | $5,289-32.0% | $4,936-27.1% | $4,663-22.8% |
| Participant deferral / active EE | $7,772 | $8,429-7.8% | $8,071-3.7% | $6,691+16.2% |
| Admin fee / account holder | $17,006 | $15,050+13.0% | $13,005+30.8% | $13,402+26.9% |