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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 | $79,983 | $196,972-59.4% | $182,262-56.1% | $198,609-59.7% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 39.82% | 158.27%-118.5pp | 140.60%-100.8pp | 202.70%-162.9pp |
| Employer contribution / active EE | $9,922 | $5,364+85.0% | $5,046+96.6% | $5,055+96.3% |
| Participant deferral / active EE | $18,017 | $8,643+108.5% | $8,276+117.7% | $6,977+158.2% |
| Admin fee / account holder | $3,840 | $18,429-79.2% | $16,712-77.0% | $19,030-79.8% |