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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 | $24,114 | $154,209-84.4% | $130,062-81.5% | $139,487-82.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 21.19% | 32.52%-11.3pp | -137.37%+158.6pp | 373.84%-352.7pp |
| Employer contribution / active EE | $4,227 | $5,292-20.1% | $4,322-2.2% | $4,755-11.1% |
| Participant deferral / active EE | $7,781 | $6,709+16.0% | $5,821+33.7% | $6,713+15.9% |
| Admin fee / account holder | $4,332 | $13,988-69.0% | $10,601-59.1% | $11,407-62.0% |