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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 | $35,831 | $149,741-76.1% | $118,914-69.9% | $158,982-77.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 89.01% | 19.94%+69.1pp | 35.89%+53.1pp | 302.99%-214.0pp |
| Employer contribution / active EE | $3,060 | $4,119-25.7% | $3,264-6.2% | $4,763-35.7% |
| Participant deferral / active EE | $6,183 | $5,226+18.3% | $4,266+44.9% | $5,983+3.3% |
| Admin fee / account holder | $8,395 | $8,607-2.5% | $6,582+27.5% | $11,252-25.4% |