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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 | $33,136 | $202,440-83.6% | $169,390-80.4% | $139,466-76.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 16.73% | 532.36%-515.6pp | 406.07%-389.3pp | 373.66%-356.9pp |
| Employer contribution / active EE | $4,000 | $4,693-14.8% | $4,013-0.3% | $4,754-15.9% |
| Participant deferral / active EE | $8,630 | $6,940+24.3% | $6,222+38.7% | $6,712+28.6% |
| Admin fee / account holder | $3,495 | $10,722-67.4% | $9,015-61.2% | $11,409-69.4% |