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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 | $24,911 | $166,020-85.0% | $164,866-84.9% | $145,959-82.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.04% | 100.08%-85.0pp | 69.97%-54.9pp | 561.95%-546.9pp |
| Employer contribution / active EE | $2,628 | $5,275-50.2% | $4,343-39.5% | $4,661-43.6% |
| Participant deferral / active EE | $3,799 | $6,961-45.4% | $6,033-37.0% | $6,689-43.2% |
| Admin fee / account holder | $5,884 | $16,644-64.6% | $12,689-53.6% | $13,398-56.1% |