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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 | $68,640 | $110,307-37.8% | $96,576-28.9% | $139,456-50.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 49.32% | 26.40%+22.9pp | 25.87%+23.4pp | 373.45%-324.1pp |
| Employer contribution / active EE | $7,010 | $3,619+93.7% | $2,965+136.4% | $4,753+47.5% |
| Participant deferral / active EE | $9,525 | $5,547+71.7% | $4,851+96.4% | $6,711+41.9% |
| Admin fee / account holder | $816 | $11,597-93.0% | $8,253-90.1% | $11,407-92.8% |