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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 | $40,577 | $148,623-72.7% | $135,974-70.2% | $139,466-70.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.28% | 79.30%-63.0pp | 68.30%-52.0pp | 373.66%-357.4pp |
| Employer contribution / active EE | $6,551 | $5,246+24.9% | $4,859+34.8% | $4,754+37.8% |
| Participant deferral / active EE | $4,500 | $8,103-44.5% | $7,760-42.0% | $6,712-33.0% |
| Admin fee / account holder | $455 | $12,406-96.3% | $10,767-95.8% | $11,409-96.0% |