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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 | $46,469 | $129,737-64.2% | $119,126-61.0% | $154,746-70.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 18.61% | 379.08%-360.5pp | 282.11%-263.5pp | 172.34%-153.7pp |
| Employer contribution / active EE | $7,168 | $4,375+63.8% | $4,034+77.7% | $4,379+63.7% |
| Participant deferral / active EE | $8,785 | $5,842+50.4% | $5,318+65.2% | $6,730+30.5% |
| Admin fee / account holder | $378 | $11,961-96.8% | $10,693-96.5% | $14,365-97.4% |