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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 | $41,394 | $217,427-81.0% | $185,837-77.7% | $167,518-75.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 19.60% | 148.39%-128.8pp | 122.08%-102.5pp | 478.71%-459.1pp |
| Employer contribution / active EE | $2,833 | $5,874-51.8% | $5,168-45.2% | $4,838-41.4% |
| Participant deferral / active EE | $4,638 | $6,357-27.0% | $5,568-16.7% | $6,342-26.9% |
| Admin fee / account holder | $1,605 | $19,816-91.9% | $16,241-90.1% | $12,312-87.0% |