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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 | $42,257 | $68,412-38.2% | $94,679-55.4% | $75,181-43.8% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 22.15% | 616.91%-594.8pp | 156.75%-134.6pp | 160.69%-138.5pp |
| Employer contribution / active EE | $2,478 | $2,701-8.2% | $3,673-32.5% | $2,671-7.2% |
| Participant deferral / active EE | $9,022 | $6,537+38.0% | $7,417+21.6% | $4,126+118.7% |
| Admin fee / account holder | $5,738 | $5,326+7.7% | $7,233-20.7% | $5,650+1.6% |