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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 | $27,389 | $225,673-87.9% | $203,872-86.6% | $155,188-82.4% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 31.86% | 95.91%-64.0pp | 85.11%-53.2pp | 148.84%-117.0pp |
| Employer contribution / active EE | $3,197 | $4,099-22.0% | $3,757-14.9% | $4,248-24.7% |
| Participant deferral / active EE | $5,292 | $6,893-23.2% | $6,388-17.2% | $6,531-19.0% |
| Admin fee / account holder | $1,809 | $12,327-85.3% | $11,730-84.6% | $14,480-87.5% |