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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 | $40,531 | $196,972-79.4% | $182,262-77.8% | $198,609-79.6% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 27.76% | 158.27%-130.5pp | 140.60%-112.8pp | 202.70%-174.9pp |
| Employer contribution / active EE | $16,323 | $5,364+204.3% | $5,046+223.5% | $5,055+222.9% |
| Participant deferral / active EE | $8,114 | $8,643-6.1% | $8,276-2.0% | $6,977+16.3% |
| Admin fee / account holder | $1,378 | $18,429-92.5% | $16,712-91.8% | $19,030-92.8% |