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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 | $34,579 | $125,184-72.4% | $105,607-67.3% | $145,884-76.3% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 12.13% | 225.00%-212.9pp | 116.11%-104.0pp | 551.85%-539.7pp |
| Employer contribution / active EE | $4,174 | $3,720+12.2% | $3,167+31.8% | $4,662-10.5% |
| Participant deferral / active EE | $5,474 | $5,714-4.2% | $5,011+9.2% | $6,690-18.2% |
| Admin fee / account holder | $10,399 | $17,133-39.3% | $10,958-5.1% | $13,392-22.4% |