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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 | $41,718 | $108,922-61.7% | $100,398-58.4% | $145,978-71.4% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 20.04% | 58.04%-38.0pp | 49.32%-29.3pp | 550.52%-530.5pp |
| Employer contribution / active EE | $9,466 | $4,426+113.9% | $3,946+139.9% | $4,662+103.1% |
| Participant deferral / active EE | $9,467 | $8,450+12.0% | $8,084+17.1% | $6,690+41.5% |
| Admin fee / account holder | $1,064 | $9,680-89.0% | $7,893-86.5% | $13,400-92.1% |