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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 | $40,390 | $171,492-76.4% | $150,734-73.2% | $198,609-79.7% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 11.48% | 804.70%-793.2pp | 600.81%-589.3pp | 202.70%-191.2pp |
| Employer contribution / active EE | $6,303 | $5,470+15.2% | $4,918+28.2% | $5,055+24.7% |
| Participant deferral / active EE | $6,356 | $6,259+1.5% | $5,610+13.3% | $6,977-8.9% |
| Admin fee / account holder | $9,386 | $17,628-46.8% | $14,905-37.0% | $19,030-50.7% |