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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 | $48,938 | $107,941-54.7% | $91,994-46.8% | $152,909-68.0% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 78.71% | 89.28%-10.6pp | 69.04%+9.7pp | 345.46%-266.8pp |
| Employer contribution / active EE | $4,842 | $4,212+15.0% | $3,453+40.2% | $4,764+1.6% |
| Participant deferral / active EE | $5,947 | $6,366-6.6% | $5,924+0.4% | $5,851+1.6% |
| Admin fee / account holder | $2,654 | $10,521-74.8% | $7,744-65.7% | $11,601-77.1% |