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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 | $26,725 | $156,398-82.9% | $147,318-81.9% | $138,895-80.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 22.64% | 78.75%-56.1pp | 70.43%-47.8pp | 145.39%-122.8pp |
| Employer contribution / active EE | $2,558 | $4,853-47.3% | $4,593-44.3% | $4,194-39.0% |
| Participant deferral / active EE | $17,069 | $8,237+107.2% | $7,906+115.9% | $6,396+166.9% |
| Admin fee / account holder | $5,617 | $14,976-62.5% | $13,708-59.0% | $12,562-55.3% |