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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 | $59,737 | $110,307-45.8% | $96,576-38.1% | $139,456-57.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 46.71% | 26.40%+20.3pp | 25.87%+20.8pp | 373.45%-326.7pp |
| Employer contribution / active EE | $13,724 | $3,619+279.2% | $2,965+362.9% | $4,753+188.8% |
| Participant deferral / active EE | $9,149 | $5,547+64.9% | $4,851+88.6% | $6,711+36.3% |
| Admin fee / account holder | $493 | $11,597-95.7% | $8,253-94.0% | $11,407-95.7% |