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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 | $53,940 | $210,698-74.4% | $178,014-69.7% | $145,959-63.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.39% | 386.27%-372.9pp | 294.80%-281.4pp | 561.95%-548.6pp |
| Employer contribution / active EE | $4,915 | $4,567+7.6% | $3,950+24.4% | $4,661+5.5% |
| Participant deferral / active EE | $15,042 | $6,958+116.2% | $6,276+139.7% | $6,689+124.9% |
| Admin fee / account holder | $2,771 | $12,016-76.9% | $10,362-73.3% | $13,398-79.3% |