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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 | $52,821 | $183,539-71.2% | $155,556-66.0% | $145,897-63.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.44% | 61.31%-49.9pp | 64.84%-53.4pp | 552.29%-540.8pp |
| Employer contribution / active EE | $4,846 | $5,315-8.8% | $4,675+3.6% | $4,663+3.9% |
| Participant deferral / active EE | $2,560 | $6,467-60.4% | $5,631-54.5% | $6,689-61.7% |
| Admin fee / account holder | $14,376 | $19,275-25.4% | $15,885-9.5% | $13,390+7.4% |