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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 | $48,340 | $107,363-55.0% | $92,909-48.0% | $152,897-68.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 29.44% | 145.63%-116.2pp | 109.44%-80.0pp | 345.43%-316.0pp |
| Employer contribution / active EE | $4,945 | $4,222+17.1% | $3,653+35.4% | $4,764+3.8% |
| Participant deferral / active EE | $10,926 | $4,848+125.4% | $4,238+157.8% | $5,851+86.7% |
| Admin fee / account holder | $5,917 | $7,082-16.4% | $5,795+2.1% | $11,599-49.0% |