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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 | $51,534 | $129,737-60.3% | $119,126-56.7% | $154,746-66.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 11.87% | 379.08%-367.2pp | 282.11%-270.2pp | 172.34%-160.5pp |
| Employer contribution / active EE | $7,277 | $4,375+66.3% | $4,034+80.4% | $4,379+66.2% |
| Participant deferral / active EE | $21,052 | $5,842+260.4% | $5,318+295.9% | $6,730+212.8% |
| Admin fee / account holder | $382 | $11,961-96.8% | $10,693-96.4% | $14,365-97.3% |