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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 | $50,364 | $77,419-34.9% | $69,461-27.5% | $152,885-67.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 33.69% | 39.07%-5.4pp | 28.97%+4.7pp | 345.39%-311.7pp |
| Employer contribution / active EE | $4,343 | $3,315+31.0% | $2,779+56.3% | $4,763-8.8% |
| Participant deferral / active EE | $7,099 | $4,414+60.9% | $3,536+100.8% | $5,851+21.3% |
| Admin fee / account holder | $818 | $6,207-86.8% | $3,840-78.7% | $11,598-92.9% |