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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 | $51,179 | $108,911-53.0% | $100,392-49.0% | $145,884-64.9% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 11.51% | 58.23%-46.7pp | 49.45%-37.9pp | 551.85%-540.3pp |
| Employer contribution / active EE | $4,718 | $4,420+6.7% | $3,941+19.7% | $4,662+1.2% |
| Participant deferral / active EE | $6,464 | $8,459-23.6% | $8,090-20.1% | $6,690-3.4% |
| Admin fee / account holder | $6,796 | $9,698-29.9% | $7,904-14.0% | $13,392-49.3% |