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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 | $46,050 | $183,539-74.9% | $155,556-70.4% | $145,897-68.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.82% | 61.31%-52.5pp | 64.84%-56.0pp | 552.29%-543.5pp |
| Employer contribution / active EE | $2,357 | $5,315-55.7% | $4,675-49.6% | $4,663-49.4% |
| Participant deferral / active EE | $35,974 | $6,467+456.3% | $5,631+538.9% | $6,689+437.8% |
| Admin fee / account holder | $6,045 | $19,275-68.6% | $15,885-61.9% | $13,390-54.9% |