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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 | $52,720 | $185,830-71.6% | $170,004-69.0% | $139,427-62.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 13.82% | 60.52%-46.7pp | 53.39%-39.6pp | 373.27%-359.4pp |
| Employer contribution / active EE | $4,428 | $7,591-41.7% | $6,786-34.7% | $4,752-6.8% |
| Participant deferral / active EE | $13,909 | $11,622+19.7% | $10,408+33.6% | $6,711+107.3% |
| Admin fee / account holder | $996 | $15,381-93.5% | $12,816-92.2% | $11,404-91.3% |