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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 | $44,855 | $155,555-71.2% | $146,866-69.5% | $155,188-71.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 40.65% | 115.41%-74.8pp | 102.85%-62.2pp | 148.84%-108.2pp |
| Employer contribution / active EE | $10,015 | $4,647+115.5% | $4,425+126.3% | $4,248+135.8% |
| Participant deferral / active EE | $13,586 | $8,044+68.9% | $7,759+75.1% | $6,531+108.0% |
| Admin fee / account holder | $8,828 | $14,755-40.2% | $13,620-35.2% | $14,480-39.0% |