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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 | $36,581 | $167,522-78.2% | $151,639-75.9% | $134,532-72.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 41.47% | 7.81%+33.7pp | 3.34%+38.1pp | 418.27%-376.8pp |
| Employer contribution / active EE | $5,091 | $6,828-25.4% | $6,165-17.4% | $4,741+7.4% |
| Participant deferral / active EE | $10,422 | $8,986+16.0% | $8,363+24.6% | $6,401+62.8% |
| Admin fee / account holder | $598 | $13,780-95.7% | $11,613-94.9% | $11,429-94.8% |