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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 | $44,201 | $148,623-70.3% | $135,974-67.5% | $139,466-68.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 131.64% | 79.30%+52.3pp | 68.30%+63.3pp | 373.66%-242.0pp |
| Employer contribution / active EE | $4,497 | $5,246-14.3% | $4,859-7.5% | $4,754-5.4% |
| Participant deferral / active EE | $11,337 | $8,103+39.9% | $7,760+46.1% | $6,712+68.9% |
| Admin fee / account holder | $504 | $12,406-95.9% | $10,767-95.3% | $11,409-95.6% |