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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 | $54,523 | $148,623-63.3% | $135,974-59.9% | $139,466-60.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 32.85% | 79.30%-46.4pp | 68.30%-35.5pp | 373.66%-340.8pp |
| Employer contribution / active EE | $10,536 | $5,246+100.8% | $4,859+116.8% | $4,754+121.6% |
| Participant deferral / active EE | $8,606 | $8,103+6.2% | $7,760+10.9% | $6,712+28.2% |
| Admin fee / account holder | $1,247 | $12,406-89.9% | $10,767-88.4% | $11,409-89.1% |