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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 | $48,557 | $183,539-73.5% | $155,556-68.8% | $145,897-66.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.79% | 61.31%-48.5pp | 64.84%-52.0pp | 552.29%-539.5pp |
| Employer contribution / active EE | $1,120 | $5,315-78.9% | $4,675-76.0% | $4,663-76.0% |
| Participant deferral / active EE | $5,557 | $6,467-14.1% | $5,631-1.3% | $6,689-16.9% |
| Admin fee / account holder | $411 | $19,275-97.9% | $15,885-97.4% | $13,390-96.9% |