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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 | $36,010 | $103,164-65.1% | $90,259-60.1% | $154,746-76.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 70.7%+29.3pp | 80.7%+19.3pp |
| Annual return | 41.10% | 19.25%+21.8pp | 18.88%+22.2pp | 172.34%-131.2pp |
| Employer contribution / active EE | $6,378 | $2,532+151.9% | $2,291+178.4% | $4,379+45.6% |
| Participant deferral / active EE | $6,378 | $4,422+44.2% | $3,827+66.7% | $6,730-5.2% |
| Admin fee / account holder | $3,163 | $8,593-63.2% | $7,267-56.5% | $14,365-78.0% |