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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 | $55,786 | $202,460-72.4% | $169,385-67.1% | $139,456-60.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 19.13% | 532.07%-512.9pp | 405.82%-386.7pp | 373.45%-354.3pp |
| Employer contribution / active EE | $1,963 | $4,691-58.1% | $4,012-51.1% | $4,753-58.7% |
| Participant deferral / active EE | $10,424 | $6,938+50.2% | $6,221+67.6% | $6,711+55.3% |
| Admin fee / account holder | $346 | $10,719-96.8% | $9,011-96.2% | $11,407-97.0% |