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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 | $36,108 | $162,529-77.8% | $130,788-72.4% | $154,746-76.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 9.04% | 510.48%-501.4pp | 386.44%-377.4pp | 172.34%-163.3pp |
| Employer contribution / active EE | $5,796 | $4,447+30.3% | $3,558+62.9% | $4,379+32.3% |
| Participant deferral / active EE | $10,600 | $4,808+120.4% | $4,137+156.2% | $6,730+57.5% |
| Admin fee / account holder | $762 | $7,669-90.1% | $6,673-88.6% | $14,365-94.7% |