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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 | $50,680 | $157,304-67.8% | $141,197-64.1% | $152,909-66.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.58% | 64.34%-40.8pp | 71.41%-47.8pp | 345.46%-321.9pp |
| Employer contribution / active EE | $10,750 | $5,263+104.3% | $4,736+127.0% | $4,764+125.7% |
| Participant deferral / active EE | $8,473 | $7,111+19.2% | $6,710+26.3% | $5,851+44.8% |
| Admin fee / account holder | $448 | $12,126-96.3% | $10,265-95.6% | $11,601-96.1% |