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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 | $43,806 | $183,516-76.1% | $155,534-71.8% | $145,884-70.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.37% | 61.43%-52.1pp | 64.92%-55.5pp | 551.85%-542.5pp |
| Employer contribution / active EE | $3,455 | $5,315-35.0% | $4,675-26.1% | $4,662-25.9% |
| Participant deferral / active EE | $6,755 | $6,467+4.5% | $5,630+20.0% | $6,690+1.0% |
| Admin fee / account holder | $34,317 | $19,293+77.9% | $15,900+115.8% | $13,392+156.3% |