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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 | $37,405 | $165,399-77.4% | $149,745-75.0% | $158,982-76.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.36% | 348.34%-337.0pp | 276.72%-265.4pp | 302.99%-291.6pp |
| Employer contribution / active EE | $4,964 | $5,105-2.8% | $4,646+6.9% | $4,763+4.2% |
| Participant deferral / active EE | $6,400 | $7,183-10.9% | $6,843-6.5% | $5,983+7.0% |
| Admin fee / account holder | $24,691 | $10,811+128.4% | $9,312+165.2% | $11,252+119.4% |