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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 | $46,765 | $90,530-48.3% | $76,030-38.5% | $145,897-67.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 9.92% | 625.08%-615.2pp | 361.54%-351.6pp | 552.29%-542.4pp |
| Employer contribution / active EE | $3,925 | $3,319+18.3% | $2,688+46.1% | $4,663-15.8% |
| Participant deferral / active EE | $1,341 | $5,164-74.0% | $4,257-68.5% | $6,689-80.0% |
| Admin fee / account holder | $7,830 | $8,383-6.6% | $6,421+21.9% | $13,390-41.5% |