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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 | $22,368 | $70,366-68.2% | $66,674-66.5% | $138,895-83.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 18.06% | 386.41%-368.3pp | 321.24%-303.2pp | 145.39%-127.3pp |
| Employer contribution / active EE | $4,688 | $2,765+69.6% | $2,620+78.9% | $4,194+11.8% |
| Participant deferral / active EE | $8,320 | $4,374+90.2% | $4,084+103.7% | $6,396+30.1% |
| Admin fee / account holder | $7,409 | $5,262+40.8% | $5,098+45.3% | $12,562-41.0% |