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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 | $90,397-48.3% | $76,002-38.5% | $145,959-68.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 9.92% | 621.97%-612.1pp | 360.07%-350.1pp | 561.95%-552.0pp |
| Employer contribution / active EE | $3,925 | $3,317+18.3% | $2,688+46.0% | $4,661-15.8% |
| Participant deferral / active EE | $1,341 | $5,163-74.0% | $4,257-68.5% | $6,689-80.0% |
| Admin fee / account holder | $7,830 | $8,369-6.5% | $6,414+22.1% | $13,398-41.6% |