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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 | $43,903 | $202,440-78.3% | $169,390-74.1% | $139,466-68.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 11.10% | 532.36%-521.3pp | 406.07%-395.0pp | 373.66%-362.6pp |
| Employer contribution / active EE | $16,042 | $4,693+241.8% | $4,013+299.8% | $4,754+237.4% |
| Participant deferral / active EE | $10,000 | $6,940+44.1% | $6,222+60.7% | $6,712+49.0% |
| Admin fee / account holder | $767 | $10,722-92.8% | $9,015-91.5% | $11,409-93.3% |