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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 | $32,954 | $108,897-69.7% | $100,378-67.2% | $145,877-77.4% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 15.73% | 58.17%-42.4pp | 49.41%-33.7pp | 551.28%-535.6pp |
| Employer contribution / active EE | $3,915 | $4,420-11.4% | $3,942-0.7% | $4,663-16.0% |
| Participant deferral / active EE | $6,176 | $8,455-27.0% | $8,087-23.6% | $6,691-7.7% |
| Admin fee / account holder | $9,684 | $9,690-0.1% | $7,899+22.6% | $13,402-27.7% |