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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 | $42,122 | $121,677-65.4% | $104,625-59.7% | $158,966-73.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 19.18% | 465.58%-446.4pp | 340.60%-321.4pp | 302.95%-283.8pp |
| Employer contribution / active EE | $13,432 | $3,165+324.4% | $2,681+400.9% | $4,762+182.0% |
| Participant deferral / active EE | $11,458 | $4,175+174.4% | $3,738+206.6% | $5,983+91.5% |
| Admin fee / account holder | $806 | $7,777-89.6% | $6,465-87.5% | $11,250-92.8% |