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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 | $49,924 | $185,905-73.1% | $170,057-70.6% | $139,487-64.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 28.02% | 60.56%-32.5pp | 53.42%-25.4pp | 373.84%-345.8pp |
| Employer contribution / active EE | $8,371 | $7,597+10.2% | $6,790+23.3% | $4,755+76.1% |
| Participant deferral / active EE | $15,617 | $11,627+34.3% | $10,411+50.0% | $6,713+132.7% |
| Admin fee / account holder | $3,179 | $15,397-79.4% | $12,826-75.2% | $11,407-72.1% |