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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 | $24,599 | $148,582-83.4% | $135,942-81.9% | $139,456-82.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.73% | 79.26%-63.5pp | 68.28%-52.6pp | 373.45%-357.7pp |
| Employer contribution / active EE | $1,995 | $5,245-62.0% | $4,858-58.9% | $4,753-58.0% |
| Participant deferral / active EE | $3,549 | $8,101-56.2% | $7,759-54.3% | $6,711-47.1% |
| Admin fee / account holder | $7,091 | $12,402-42.8% | $10,764-34.1% | $11,407-37.8% |