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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 | $43,776 | $185,312-76.4% | $161,489-72.9% | $154,746-71.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 107.35% | 103.84%+3.5pp | 89.72%+17.6pp | 172.34%-65.0pp |
| Employer contribution / active EE | $2,832 | $4,769-40.6% | $4,268-33.7% | $4,379-35.3% |
| Participant deferral / active EE | $9,139 | $6,350+43.9% | $5,630+62.3% | $6,730+35.8% |
| Admin fee / account holder | $628 | $18,654-96.6% | $16,006-96.1% | $14,365-95.6% |