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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 | $49,665 | $185,883-73.3% | $170,043-70.8% | $139,466-64.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 27.73% | 60.54%-32.8pp | 53.40%-25.7pp | 373.66%-345.9pp |
| Employer contribution / active EE | $9,283 | $7,596+22.2% | $6,790+36.7% | $4,754+95.3% |
| Participant deferral / active EE | $6,954 | $11,626-40.2% | $10,410-33.2% | $6,712+3.6% |
| Admin fee / account holder | $2,167 | $15,393-85.9% | $12,824-83.1% | $11,409-81.0% |