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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 | $50,807 | $107,363-52.7% | $92,909-45.3% | $152,897-66.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 23.60% | 145.63%-122.0pp | 109.44%-85.8pp | 345.43%-321.8pp |
| Employer contribution / active EE | $7,302 | $4,222+72.9% | $3,653+99.9% | $4,764+53.3% |
| Participant deferral / active EE | $4,296 | $4,848-11.4% | $4,238+1.4% | $5,851-26.6% |
| Admin fee / account holder | $489 | $7,082-93.1% | $5,795-91.6% | $11,599-95.8% |