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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 | $51,600 | $227,399-77.3% | $189,758-72.8% | $198,609-74.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 13.77% | 61.03%-47.3pp | 52.62%-38.9pp | 202.70%-188.9pp |
| Employer contribution / active EE | $1,897 | $5,526-65.7% | $4,767-60.2% | $5,055-62.5% |
| Participant deferral / active EE | $8,233 | $6,837+20.4% | $5,856+40.6% | $6,977+18.0% |
| Admin fee / account holder | $1,738 | $25,162-93.1% | $20,388-91.5% | $19,030-90.9% |