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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 | $41,631 | $109,344-61.9% | $89,400-53.4% | $158,950-73.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 31.13% | 345.73%-314.6pp | 245.64%-214.5pp | 302.91%-271.8pp |
| Employer contribution / active EE | $2,383 | $3,170-24.8% | $2,586-7.8% | $4,762-50.0% |
| Participant deferral / active EE | $9,574 | $4,599+108.2% | $3,890+146.1% | $5,983+60.0% |
| Admin fee / account holder | $670 | $6,154-89.1% | $4,882-86.3% | $11,248-94.0% |