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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 | $35,904 | $136,860-73.8% | $120,344-70.2% | $154,746-76.8% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 50.53% | 21.38%+29.2pp | 20.30%+30.2pp | 172.34%-121.8pp |
| Employer contribution / active EE | $4,475 | $3,533+26.6% | $3,020+48.2% | $4,379+2.2% |
| Participant deferral / active EE | $8,062 | $5,793+39.2% | $5,135+57.0% | $6,730+19.8% |
| Admin fee / account holder | $567 | $15,393-96.3% | $12,742-95.5% | $14,365-96.0% |