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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 | $37,049 | $108,897-66.0% | $100,378-63.1% | $145,877-74.6% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 11.62% | 58.17%-46.5pp | 49.41%-37.8pp | 551.28%-539.7pp |
| Employer contribution / active EE | $3,790 | $4,420-14.3% | $3,942-3.9% | $4,663-18.7% |
| Participant deferral / active EE | $10,014 | $8,455+18.4% | $8,087+23.8% | $6,691+49.7% |
| Admin fee / account holder | $4,716 | $9,690-51.3% | $7,899-40.3% | $13,402-64.8% |