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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 | $45,210 | $202,463-77.7% | $169,397-73.3% | $139,487-67.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 25.04% | 532.64%-507.6pp | 406.23%-381.2pp | 373.84%-348.8pp |
| Employer contribution / active EE | $4,002 | $4,694-14.7% | $4,013-0.3% | $4,755-15.8% |
| Participant deferral / active EE | $6,356 | $6,941-8.4% | $6,223+2.1% | $6,713-5.3% |
| Admin fee / account holder | $988 | $10,726-90.8% | $9,017-89.0% | $11,407-91.3% |