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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 | $28,846 | $165,361-82.6% | $149,715-80.7% | $158,950-81.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 191.68% | 348.24%-156.6pp | 276.66%-85.0pp | 302.91%-111.2pp |
| Employer contribution / active EE | $4,935 | $5,103-3.3% | $4,645+6.3% | $4,762+3.6% |
| Participant deferral / active EE | $14,054 | $7,182+95.7% | $6,842+105.4% | $5,983+134.9% |
| Admin fee / account holder | $7,069 | $10,808-34.6% | $9,310-24.1% | $11,248-37.2% |