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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 | $40,893 | $105,856-61.4% | $90,161-54.6% | $147,586-72.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 42.92% | 37.63%+5.3pp | 34.89%+8.0pp | 578.59%-535.7pp |
| Employer contribution / active EE | $4,421 | $4,126+7.1% | $3,318+33.2% | $4,876-9.3% |
| Participant deferral / active EE | $7,866 | $5,733+37.2% | $5,287+48.8% | $5,439+44.6% |
| Admin fee / account holder | $790 | $8,046-90.2% | $5,943-86.7% | $10,886-92.7% |