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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 | $45,436 | $121,701-62.7% | $104,639-56.6% | $158,982-71.4% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 34.78% | 465.72%-430.9pp | 340.67%-305.9pp | 302.99%-268.2pp |
| Employer contribution / active EE | $3,886 | $3,165+22.8% | $2,682+44.9% | $4,763-18.4% |
| Participant deferral / active EE | $9,158 | $4,176+119.3% | $3,738+145.0% | $5,983+53.0% |
| Admin fee / account holder | $478 | $7,778-93.9% | $6,465-92.6% | $11,252-95.8% |