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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 | $42,406 | $157,296-73.0% | $141,191-70.0% | $152,897-72.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 46.88% | 64.34%-17.5pp | 71.41%-24.5pp | 345.43%-298.6pp |
| Employer contribution / active EE | $5,735 | $5,262+9.0% | $4,736+21.1% | $4,764+20.4% |
| Participant deferral / active EE | $11,770 | $7,111+65.5% | $6,710+75.4% | $5,851+101.2% |
| Admin fee / account holder | $2,748 | $12,125-77.3% | $10,264-73.2% | $11,599-76.3% |