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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 | $46,168 | $148,582-68.9% | $135,942-66.0% | $139,456-66.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 58.67% | 79.26%-20.6pp | 68.28%-9.6pp | 373.45%-314.8pp |
| Employer contribution / active EE | $5,874 | $5,245+12.0% | $4,858+20.9% | $4,753+23.6% |
| Participant deferral / active EE | $13,073 | $8,101+61.4% | $7,759+68.5% | $6,711+94.8% |
| Admin fee / account holder | $635 | $12,402-94.9% | $10,764-94.1% | $11,407-94.4% |