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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 | $38,427 | $129,737-70.4% | $119,126-67.7% | $154,746-75.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 29.96% | 379.08%-349.1pp | 282.11%-252.1pp | 172.34%-142.4pp |
| Employer contribution / active EE | $2,651 | $4,375-39.4% | $4,034-34.3% | $4,379-39.5% |
| Participant deferral / active EE | $12,160 | $5,842+108.2% | $5,318+128.7% | $6,730+80.7% |
| Admin fee / account holder | $4,057 | $11,961-66.1% | $10,693-62.1% | $14,365-71.8% |