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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 | $182,823-77.8% | $161,596-74.9% | $198,609-79.5% |
| Participation rate | 100.0% | 81.5%+18.5pp | 80.7%+19.3pp | 82.4%+17.6pp |
| Annual return | 25.06% | 484.64%-459.6pp | 389.92%-364.9pp | 202.70%-177.6pp |
| Employer contribution / active EE | $4,315 | $4,109+5.0% | $3,977+8.5% | $5,055-14.6% |
| Participant deferral / active EE | $4,316 | $7,056-38.8% | $6,750-36.1% | $6,977-38.1% |
| Admin fee / account holder | $1,447 | $15,687-90.8% | $13,161-89.0% | $19,030-92.4% |