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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 | $53,749 | $157,296-65.8% | $141,191-61.9% | $152,897-64.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 35.27% | 64.34%-29.1pp | 71.41%-36.1pp | 345.43%-310.2pp |
| Employer contribution / active EE | $8,300 | $5,262+57.7% | $4,736+75.3% | $4,764+74.3% |
| Participant deferral / active EE | $10,658 | $7,111+49.9% | $6,710+58.8% | $5,851+82.1% |
| Admin fee / account holder | $496 | $12,125-95.9% | $10,264-95.2% | $11,599-95.7% |