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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 | $27,157 | $166,268-83.7% | $165,100-83.6% | $145,897-81.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 16.20% | 100.52%-84.3pp | 70.21%-54.0pp | 552.29%-536.1pp |
| Employer contribution / active EE | $3,224 | $5,284-39.0% | $4,348-25.8% | $4,663-30.9% |
| Participant deferral / active EE | $4,580 | $6,964-34.2% | $6,035-24.1% | $6,689-31.5% |
| Admin fee / account holder | $2,974 | $16,659-82.1% | $12,696-76.6% | $13,390-77.8% |