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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 | $50,545 | $162,821-69.0% | $133,978-62.3% | $158,982-68.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 123.71% | 41.95%+81.8pp | 45.10%+78.6pp | 302.99%-179.3pp |
| Employer contribution / active EE | $3,327 | $4,976-33.1% | $3,919-15.1% | $4,763-30.2% |
| Participant deferral / active EE | $8,725 | $5,910+47.6% | $5,047+72.9% | $5,983+45.8% |
| Admin fee / account holder | $1,562 | $11,742-86.7% | $8,930-82.5% | $11,252-86.1% |