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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 | $41,048 | $134,817-69.6% | $123,973-66.9% | $155,188-73.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 18.95% | 515.49%-496.5pp | 388.13%-369.2pp | 148.84%-129.9pp |
| Employer contribution / active EE | $4,137 | $4,425-6.5% | $4,126+0.3% | $4,248-2.6% |
| Participant deferral / active EE | $16,940 | $5,706+196.9% | $5,247+222.9% | $6,531+159.4% |
| Admin fee / account holder | $7,690 | $13,245-41.9% | $11,799-34.8% | $14,480-46.9% |