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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 | $80,099 | $196,972-59.3% | $182,262-56.1% | $198,609-59.7% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 20.26% | 158.27%-138.0pp | 140.60%-120.3pp | 202.70%-182.4pp |
| Employer contribution / active EE | $1,888 | $5,364-64.8% | $5,046-62.6% | $5,055-62.7% |
| Participant deferral / active EE | $7,160 | $8,643-17.2% | $8,276-13.5% | $6,977+2.6% |
| Admin fee / account holder | $1,098 | $18,429-94.0% | $16,712-93.4% | $19,030-94.2% |