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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 | $51,867 | $148,582-65.1% | $135,942-61.8% | $139,456-62.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 30.20% | 79.26%-49.1pp | 68.28%-38.1pp | 373.45%-343.3pp |
| Employer contribution / active EE | $11,449 | $5,245+118.3% | $4,858+135.7% | $4,753+140.9% |
| Participant deferral / active EE | $14,261 | $8,101+76.0% | $7,759+83.8% | $6,711+112.5% |
| Admin fee / account holder | $1,480 | $12,402-88.1% | $10,764-86.3% | $11,407-87.0% |