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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 | $61,115 | $108,942-43.9% | $100,415-39.1% | $145,897-58.1% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 13.34% | 58.27%-44.9pp | 49.47%-36.1pp | 552.29%-538.9pp |
| Employer contribution / active EE | $4,855 | $4,422+9.8% | $3,943+23.1% | $4,663+4.1% |
| Participant deferral / active EE | $3,202 | $8,461-62.2% | $8,091-60.4% | $6,689-52.1% |
| Admin fee / account holder | $778 | $9,702-92.0% | $7,906-90.2% | $13,390-94.2% |