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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 | $28,940 | $167,533-82.7% | $151,645-80.9% | $134,545-78.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 46.88% | 7.81%+39.1pp | 3.34%+43.5pp | 418.37%-371.5pp |
| Employer contribution / active EE | $6,474 | $6,828-5.2% | $6,165+5.0% | $4,742+36.5% |
| Participant deferral / active EE | $5,985 | $8,985-33.4% | $8,363-28.4% | $6,401-6.5% |
| Admin fee / account holder | $6,967 | $13,781-49.4% | $11,614-40.0% | $11,431-39.1% |