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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 | $41,837 | $165,399-74.7% | $149,745-72.1% | $158,982-73.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.84% | 348.34%-337.5pp | 276.72%-265.9pp | 302.99%-292.2pp |
| Employer contribution / active EE | $14,034 | $5,105+174.9% | $4,646+202.1% | $4,763+194.7% |
| Participant deferral / active EE | $9,927 | $7,183+38.2% | $6,843+45.1% | $5,983+65.9% |
| Admin fee / account holder | $339 | $10,811-96.9% | $9,312-96.4% | $11,252-97.0% |