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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 | $64,489 | $162,821-60.4% | $133,978-51.9% | $158,982-59.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 62.94% | 41.95%+21.0pp | 45.10%+17.8pp | 302.99%-240.1pp |
| Employer contribution / active EE | $7,840 | $4,976+57.5% | $3,919+100.0% | $4,763+64.6% |
| Participant deferral / active EE | $7,735 | $5,910+30.9% | $5,047+53.3% | $5,983+29.3% |
| Admin fee / account holder | $1,018 | $11,742-91.3% | $8,930-88.6% | $11,252-90.9% |