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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 | $39,884 | $183,539-78.3% | $155,556-74.4% | $145,897-72.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.43% | 61.31%-43.9pp | 64.84%-47.4pp | 552.29%-534.9pp |
| Employer contribution / active EE | $5,297 | $5,315-0.3% | $4,675+13.3% | $4,663+13.6% |
| Participant deferral / active EE | $12,009 | $6,467+85.7% | $5,631+113.3% | $6,689+79.5% |
| Admin fee / account holder | $5,015 | $19,275-74.0% | $15,885-68.4% | $13,390-62.5% |