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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 | $53,864 | $185,905-71.0% | $170,057-68.3% | $139,487-61.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 20.00% | 60.56%-40.6pp | 53.42%-33.4pp | 373.84%-353.8pp |
| Employer contribution / active EE | $3,104 | $7,597-59.1% | $6,790-54.3% | $4,755-34.7% |
| Participant deferral / active EE | $17,053 | $11,627+46.7% | $10,411+63.8% | $6,713+154.0% |
| Admin fee / account holder | $8,336 | $15,397-45.9% | $12,826-35.0% | $11,407-26.9% |