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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 | $56,160 | $108,911-48.4% | $100,392-44.1% | $145,884-61.5% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 15.75% | 58.23%-42.5pp | 49.45%-33.7pp | 551.85%-536.1pp |
| Employer contribution / active EE | $6,199 | $4,420+40.3% | $3,941+57.3% | $4,662+33.0% |
| Participant deferral / active EE | $12,361 | $8,459+46.1% | $8,090+52.8% | $6,690+84.8% |
| Admin fee / account holder | $967 | $9,698-90.0% | $7,904-87.8% | $13,392-92.8% |