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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 | $21,693 | $162,136-86.6% | $152,301-85.8% | $154,746-86.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 50.46% | 91.02%-40.6pp | 80.50%-30.0pp | 172.34%-121.9pp |
| Employer contribution / active EE | $2,684 | $4,890-45.1% | $4,624-42.0% | $4,379-38.7% |
| Participant deferral / active EE | $8,283 | $8,341-0.7% | $8,004+3.5% | $6,730+23.1% |
| Admin fee / account holder | $4,277 | $15,759-72.9% | $14,398-70.3% | $14,365-70.2% |