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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 | $60,160 | $107,941-44.3% | $91,994-34.6% | $152,909-60.7% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 28.11% | 89.28%-61.2pp | 69.04%-40.9pp | 345.46%-317.4pp |
| Employer contribution / active EE | $3,954 | $4,212-6.1% | $3,453+14.5% | $4,764-17.0% |
| Participant deferral / active EE | $11,666 | $6,366+83.3% | $5,924+96.9% | $5,851+99.4% |
| Admin fee / account holder | $943 | $10,521-91.0% | $7,744-87.8% | $11,601-91.9% |