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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 | $167,503-82.7% | $151,627-80.9% | $134,493-78.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 46.88% | 7.80%+39.1pp | 3.33%+43.5pp | 418.01%-371.1pp |
| Employer contribution / active EE | $6,474 | $6,829-5.2% | $6,166+5.0% | $4,740+36.6% |
| Participant deferral / active EE | $5,985 | $8,985-33.4% | $8,363-28.4% | $6,400-6.5% |
| Admin fee / account holder | $6,967 | $13,777-49.4% | $11,612-40.0% | $11,425-39.0% |