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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 | $36,302 | $209,336-82.7% | $197,124-81.6% | $137,256-73.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 20.66% | 48.09%-27.4pp | 44.34%-23.7pp | 220.34%-199.7pp |
| Employer contribution / active EE | $2,030 | $6,591-69.2% | $6,227-67.4% | $4,156-51.2% |
| Participant deferral / active EE | $3,951 | $9,614-58.9% | $9,135-56.8% | $6,407-38.3% |
| Admin fee / account holder | $2,484 | $17,308-85.6% | $16,298-84.8% | $12,270-79.8% |