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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 | $64,983 | $183,592-64.6% | $155,567-58.2% | $145,959-55.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 28.87% | 61.24%-32.4pp | 64.74%-35.9pp | 561.95%-533.1pp |
| Employer contribution / active EE | $5,473 | $5,315+3.0% | $4,674+17.1% | $4,661+17.4% |
| Participant deferral / active EE | $2,392 | $6,464-63.0% | $5,628-57.5% | $6,689-64.2% |
| Admin fee / account holder | $2,432 | $19,318-87.4% | $15,916-84.7% | $13,398-81.8% |