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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 | $36,960 | $165,399-77.7% | $149,745-75.3% | $158,982-76.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 41.87% | 348.34%-306.5pp | 276.72%-234.8pp | 302.99%-261.1pp |
| Employer contribution / active EE | $6,748 | $5,105+32.2% | $4,646+45.3% | $4,763+41.7% |
| Participant deferral / active EE | $9,321 | $7,183+29.8% | $6,843+36.2% | $5,983+55.8% |
| Admin fee / account holder | $775 | $10,811-92.8% | $9,312-91.7% | $11,252-93.1% |