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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 | $41,237 | $115,814-64.4% | $101,275-59.3% | $158,982-74.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.30% | 56.16%-42.9pp | 46.48%-33.2pp | 302.99%-289.7pp |
| Employer contribution / active EE | $3,765 | $4,176-9.8% | $3,660+2.9% | $4,763-21.0% |
| Participant deferral / active EE | $9,606 | $4,958+93.7% | $4,371+119.8% | $5,983+60.5% |
| Admin fee / account holder | $665 | $7,249-90.8% | $5,948-88.8% | $11,252-94.1% |