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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 | $30,044 | $162,136-81.5% | $152,301-80.3% | $154,746-80.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 20.67% | 91.02%-70.4pp | 80.50%-59.8pp | 172.34%-151.7pp |
| Employer contribution / active EE | $3,937 | $4,890-19.5% | $4,624-14.9% | $4,379-10.1% |
| Participant deferral / active EE | $17,134 | $8,341+105.4% | $8,004+114.1% | $6,730+154.6% |
| Admin fee / account holder | $5,110 | $15,759-67.6% | $14,398-64.5% | $14,365-64.4% |