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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 | $36,482 | $155,555-76.5% | $146,866-75.2% | $155,188-76.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 84.41% | 115.41%-31.0pp | 102.85%-18.4pp | 148.84%-64.4pp |
| Employer contribution / active EE | $11,441 | $4,647+146.2% | $4,425+158.6% | $4,248+169.3% |
| Participant deferral / active EE | $30,701 | $8,044+281.7% | $7,759+295.7% | $6,531+370.1% |
| Admin fee / account holder | $3,828 | $14,755-74.1% | $13,620-71.9% | $14,480-73.6% |