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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 | $33,124 | $183,592-82.0% | $155,567-78.7% | $145,959-77.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.28% | 61.24%-52.0pp | 64.74%-55.5pp | 561.95%-552.7pp |
| Employer contribution / active EE | $13,329 | $5,315+150.8% | $4,674+185.2% | $4,661+186.0% |
| Participant deferral / active EE | $8,823 | $6,464+36.5% | $5,628+56.8% | $6,689+31.9% |
| Admin fee / account holder | $39,063 | $19,318+102.2% | $15,916+145.4% | $13,398+191.6% |