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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 | $41,400 | $127,387-67.5% | $115,038-64.0% | $125,389-67.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 63.57% | 31.28%+32.3pp | 26.14%+37.4pp | 282.24%-218.7pp |
| Employer contribution / active EE | $3,697 | $5,166-28.4% | $4,608-19.8% | $4,866-24.0% |
| Participant deferral / active EE | $5,757 | $6,423-10.4% | $6,026-4.5% | $5,352+7.6% |
| Admin fee / account holder | $1,661 | $9,516-82.6% | $8,175-79.7% | $9,541-82.6% |