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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 | $41,962 | $154,193-72.8% | $130,045-67.7% | $139,466-69.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 24.10% | 32.51%-8.4pp | -137.30%+161.4pp | 373.66%-349.6pp |
| Employer contribution / active EE | $10,828 | $5,292+104.6% | $4,321+150.6% | $4,754+127.8% |
| Participant deferral / active EE | $8,731 | $6,709+30.1% | $5,820+50.0% | $6,712+30.1% |
| Admin fee / account holder | $338 | $13,989-97.6% | $10,600-96.8% | $11,409-97.0% |