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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 | $42,183 | $121,677-65.3% | $104,625-59.7% | $158,966-73.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 19.57% | 465.58%-446.0pp | 340.60%-321.0pp | 302.95%-283.4pp |
| Employer contribution / active EE | $2,900 | $3,165-8.4% | $2,681+8.2% | $4,762-39.1% |
| Participant deferral / active EE | $7,047 | $4,175+68.8% | $3,738+88.5% | $5,983+17.8% |
| Admin fee / account holder | $1,054 | $7,777-86.4% | $6,465-83.7% | $11,250-90.6% |