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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 | $46,343 | $134,817-65.6% | $123,973-62.6% | $155,188-70.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 10.41% | 515.49%-505.1pp | 388.13%-377.7pp | 148.84%-138.4pp |
| Employer contribution / active EE | $3,953 | $4,425-10.7% | $4,126-4.2% | $4,248-6.9% |
| Participant deferral / active EE | $4,918 | $5,706-13.8% | $5,247-6.3% | $6,531-24.7% |
| Admin fee / account holder | $1,858 | $13,245-86.0% | $11,799-84.3% | $14,480-87.2% |