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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 | $16,545 | $148,629-88.9% | $135,982-87.8% | $139,487-88.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.74% | 79.33%-59.6pp | 68.32%-48.6pp | 373.84%-354.1pp |
| Employer contribution / active EE | $2,218 | $5,247-57.7% | $4,859-54.4% | $4,755-53.4% |
| Participant deferral / active EE | $4,459 | $8,102-45.0% | $7,760-42.5% | $6,713-33.6% |
| Admin fee / account holder | $4,169 | $12,406-66.4% | $10,767-61.3% | $11,407-63.5% |