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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 | $48,098 | $157,304-69.4% | $141,197-65.9% | $152,909-68.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 103.34% | 64.34%+39.0pp | 71.41%+31.9pp | 345.46%-242.1pp |
| Employer contribution / active EE | $5,307 | $5,263+0.8% | $4,736+12.1% | $4,764+11.4% |
| Participant deferral / active EE | $17,807 | $7,111+150.4% | $6,710+165.4% | $5,851+204.3% |
| Admin fee / account holder | $13,174 | $12,126+8.6% | $10,265+28.3% | $11,601+13.6% |