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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 | $47,061 | $129,737-63.7% | $119,126-60.5% | $154,746-69.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 14.84% | 379.08%-364.2pp | 282.11%-267.3pp | 172.34%-157.5pp |
| Employer contribution / active EE | $6,232 | $4,375+42.4% | $4,034+54.5% | $4,379+42.3% |
| Participant deferral / active EE | $10,205 | $5,842+74.7% | $5,318+91.9% | $6,730+51.6% |
| Admin fee / account holder | $1,077 | $11,961-91.0% | $10,693-89.9% | $14,365-92.5% |