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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 | $108,897-43.9% | $100,378-39.1% | $145,877-58.1% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 13.34% | 58.17%-44.8pp | 49.41%-36.1pp | 551.28%-537.9pp |
| Employer contribution / active EE | $4,855 | $4,420+9.8% | $3,942+23.2% | $4,663+4.1% |
| Participant deferral / active EE | $3,202 | $8,455-62.1% | $8,087-60.4% | $6,691-52.1% |
| Admin fee / account holder | $778 | $9,690-92.0% | $7,899-90.1% | $13,402-94.2% |