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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 | $40,637 | $165,584-75.5% | $142,942-71.6% | $137,256-70.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 76.8%+23.2pp | 80.0%+20.0pp |
| Annual return | 25.06% | 164.22%-139.2pp | 113.70%-88.6pp | 220.34%-195.3pp |
| Employer contribution / active EE | $4,315 | $4,725-8.7% | $4,139+4.3% | $4,156+3.8% |
| Participant deferral / active EE | $4,316 | $8,194-47.3% | $7,128-39.5% | $6,407-32.6% |
| Admin fee / account holder | $1,447 | $16,167-91.0% | $12,475-88.4% | $12,270-88.2% |