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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 | $83,252 | $129,737-35.8% | $119,126-30.1% | $154,746-46.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 18.09% | 379.08%-361.0pp | 282.11%-264.0pp | 172.34%-154.2pp |
| Employer contribution / active EE | $9,516 | $4,375+117.5% | $4,034+135.9% | $4,379+117.3% |
| Participant deferral / active EE | $41,308 | $5,842+607.1% | $5,318+676.8% | $6,730+513.8% |
| Admin fee / account holder | $1,026 | $11,961-91.4% | $10,693-90.4% | $14,365-92.9% |