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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 | $39,740 | $202,440-80.4% | $169,390-76.5% | $139,466-71.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 15.16% | 532.36%-517.2pp | 406.07%-390.9pp | 373.66%-358.5pp |
| Employer contribution / active EE | $4,360 | $4,693-7.1% | $4,013+8.7% | $4,754-8.3% |
| Participant deferral / active EE | $9,863 | $6,940+42.1% | $6,222+58.5% | $6,712+47.0% |
| Admin fee / account holder | $1,405 | $10,722-86.9% | $9,015-84.4% | $11,409-87.7% |