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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 | $51,462 | $165,399-68.9% | $149,745-65.6% | $158,982-67.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 166.19% | 348.34%-182.1pp | 276.72%-110.5pp | 302.99%-136.8pp |
| Employer contribution / active EE | $5,974 | $5,105+17.0% | $4,646+28.6% | $4,763+25.4% |
| Participant deferral / active EE | $12,685 | $7,183+76.6% | $6,843+85.4% | $5,983+112.0% |
| Admin fee / account holder | $1,483 | $10,811-86.3% | $9,312-84.1% | $11,252-86.8% |