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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 | $42,074 | $166,268-74.7% | $165,100-74.5% | $145,897-71.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 21.59% | 100.52%-78.9pp | 70.21%-48.6pp | 552.29%-530.7pp |
| Employer contribution / active EE | $9,654 | $5,284+82.7% | $4,348+122.0% | $4,663+107.0% |
| Participant deferral / active EE | $11,493 | $6,964+65.0% | $6,035+90.4% | $6,689+71.8% |
| Admin fee / account holder | $11,314 | $16,659-32.1% | $12,696-10.9% | $13,390-15.5% |