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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 | $108,912-66.0% | $100,383-63.1% | $145,959-74.6% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 11.62% | 57.96%-46.3pp | 49.26%-37.6pp | 561.95%-550.3pp |
| Employer contribution / active EE | $3,790 | $4,423-14.3% | $3,944-3.9% | $4,661-18.7% |
| Participant deferral / active EE | $10,014 | $8,451+18.5% | $8,086+23.8% | $6,689+49.7% |
| Admin fee / account holder | $4,716 | $9,690-51.3% | $7,900-40.3% | $13,398-64.8% |