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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 | $35,853 | $202,463-82.3% | $169,397-78.8% | $139,487-74.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 23.99% | 532.64%-508.7pp | 406.23%-382.2pp | 373.84%-349.9pp |
| Employer contribution / active EE | $3,554 | $4,694-24.3% | $4,013-11.4% | $4,755-25.3% |
| Participant deferral / active EE | $8,105 | $6,941+16.8% | $6,223+30.2% | $6,713+20.7% |
| Admin fee / account holder | $2,596 | $10,726-75.8% | $9,017-71.2% | $11,407-77.2% |