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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 | $110,212-37.7% | $96,534-28.9% | $139,466-50.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 49.32% | 26.42%+22.9pp | 25.88%+23.4pp | 373.66%-324.3pp |
| Employer contribution / active EE | $7,010 | $3,620+93.6% | $2,965+136.4% | $4,754+47.4% |
| Participant deferral / active EE | $9,525 | $5,547+71.7% | $4,851+96.4% | $6,712+41.9% |
| Admin fee / account holder | $816 | $11,599-93.0% | $8,253-90.1% | $11,409-92.8% |