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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 | $40,410 | $107,353-62.4% | $92,903-56.5% | $152,885-73.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 20.20% | 145.62%-125.4pp | 109.43%-89.2pp | 345.39%-325.2pp |
| Employer contribution / active EE | $3,766 | $4,222-10.8% | $3,653+3.1% | $4,763-20.9% |
| Participant deferral / active EE | $4,339 | $4,848-10.5% | $4,238+2.4% | $5,851-25.8% |
| Admin fee / account holder | $393 | $7,081-94.5% | $5,795-93.2% | $11,598-96.6% |