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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 | $41,740 | $213,785-80.5% | $185,441-77.5% | $155,188-73.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 125.20% | 19.97%+105.2pp | 20.16%+105.0pp | 148.84%-23.6pp |
| Employer contribution / active EE | $5,166 | $5,393-4.2% | $4,672+10.6% | $4,248+21.6% |
| Participant deferral / active EE | $9,779 | $6,864+42.5% | $6,152+59.0% | $6,531+49.7% |
| Admin fee / account holder | $5,734 | $21,134-72.9% | $17,890-68.0% | $14,480-60.4% |