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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 | $41,366 | $185,905-77.7% | $170,057-75.7% | $139,487-70.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 38.19% | 60.56%-22.4pp | 53.42%-15.2pp | 373.84%-335.7pp |
| Employer contribution / active EE | $1,706 | $7,597-77.5% | $6,790-74.9% | $4,755-64.1% |
| Participant deferral / active EE | $8,906 | $11,627-23.4% | $10,411-14.5% | $6,713+32.7% |
| Admin fee / account holder | $19,963 | $15,397+29.7% | $12,826+55.6% | $11,407+75.0% |