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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 | $47,911 | $165,361-71.0% | $149,715-68.0% | $158,950-69.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 36.22% | 348.24%-312.0pp | 276.66%-240.4pp | 302.91%-266.7pp |
| Employer contribution / active EE | $10,857 | $5,103+112.7% | $4,645+133.7% | $4,762+128.0% |
| Participant deferral / active EE | $17,727 | $7,182+146.8% | $6,842+159.1% | $5,983+196.3% |
| Admin fee / account holder | $6,557 | $10,808-39.3% | $9,310-29.6% | $11,248-41.7% |