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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 | $28,230 | $148,582-81.0% | $135,942-79.2% | $139,456-79.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.52% | 79.26%-63.7pp | 68.28%-52.8pp | 373.45%-357.9pp |
| Employer contribution / active EE | $4,378 | $5,245-16.5% | $4,858-9.9% | $4,753-7.9% |
| Participant deferral / active EE | $9,626 | $8,101+18.8% | $7,759+24.1% | $6,711+43.4% |
| Admin fee / account holder | $14,628 | $12,402+17.9% | $10,764+35.9% | $11,407+28.2% |