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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 | $45,718 | $134,817-66.1% | $123,973-63.1% | $155,188-70.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 19.58% | 515.49%-495.9pp | 388.13%-368.5pp | 148.84%-129.3pp |
| Employer contribution / active EE | $2,426 | $4,425-45.2% | $4,126-41.2% | $4,248-42.9% |
| Participant deferral / active EE | $9,081 | $5,706+59.1% | $5,247+73.1% | $6,531+39.0% |
| Admin fee / account holder | $345 | $13,245-97.4% | $11,799-97.1% | $14,480-97.6% |