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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 | $38,315 | $121,677-68.5% | $104,625-63.4% | $158,966-75.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 13.93% | 465.58%-451.7pp | 340.60%-326.7pp | 302.95%-289.0pp |
| Employer contribution / active EE | $14,183 | $3,165+348.1% | $2,681+428.9% | $4,762+197.8% |
| Participant deferral / active EE | $8,357 | $4,175+100.2% | $3,738+123.6% | $5,983+39.7% |
| Admin fee / account holder | $9,405 | $7,777+20.9% | $6,465+45.5% | $11,250-16.4% |