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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 | $38,746 | $225,673-82.8% | $203,872-81.0% | $155,188-75.0% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 9.91% | 95.91%-86.0pp | 85.11%-75.2pp | 148.84%-138.9pp |
| Employer contribution / active EE | $9,408 | $4,099+129.5% | $3,757+150.4% | $4,248+121.5% |
| Participant deferral / active EE | $6,610 | $6,893-4.1% | $6,388+3.5% | $6,531+1.2% |
| Admin fee / account holder | $12,023 | $12,327-2.5% | $11,730+2.5% | $14,480-17.0% |