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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 | $40,906 | $108,897-62.4% | $100,378-59.2% | $145,877-72.0% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 12.73% | 58.17%-45.4pp | 49.41%-36.7pp | 551.28%-538.6pp |
| Employer contribution / active EE | $4,856 | $4,420+9.9% | $3,942+23.2% | $4,663+4.1% |
| Participant deferral / active EE | $11,800 | $8,455+39.6% | $8,087+45.9% | $6,691+76.4% |
| Admin fee / account holder | $10,002 | $9,690+3.2% | $7,899+26.6% | $13,402-25.4% |