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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 | $38,400 | $148,623-74.2% | $135,974-71.8% | $139,466-72.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 53.62% | 79.30%-25.7pp | 68.30%-14.7pp | 373.66%-320.0pp |
| Employer contribution / active EE | $5,755 | $5,246+9.7% | $4,859+18.4% | $4,754+21.1% |
| Participant deferral / active EE | $19,485 | $8,103+140.5% | $7,760+151.1% | $6,712+190.3% |
| Admin fee / account holder | $333 | $12,406-97.3% | $10,767-96.9% | $11,409-97.1% |