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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 | $53,965 | $157,829-65.8% | $136,867-60.6% | $198,609-72.8% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 120.78% | 51.25%+69.5pp | 42.97%+77.8pp | 202.70%-81.9pp |
| Employer contribution / active EE | $8,018 | $3,923+104.4% | $3,547+126.1% | $5,055+58.6% |
| Participant deferral / active EE | $4,887 | $5,463-10.5% | $4,924-0.7% | $6,977-30.0% |
| Admin fee / account holder | $17,152 | $11,107+54.4% | $10,340+65.9% | $19,030-9.9% |