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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 | $41,193 | $157,276-73.8% | $141,177-70.8% | $152,885-73.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 29.75% | 64.33%-34.6pp | 71.40%-41.7pp | 345.39%-315.6pp |
| Employer contribution / active EE | $11,051 | $5,262+110.0% | $4,736+133.4% | $4,763+132.0% |
| Participant deferral / active EE | $10,354 | $7,110+45.6% | $6,710+54.3% | $5,851+77.0% |
| Admin fee / account holder | $1,434 | $12,123-88.2% | $10,263-86.0% | $11,598-87.6% |