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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 | $48,208 | $134,001-64.0% | $112,258-57.1% | $134,509-64.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 39.40% | 47.15%-7.8pp | 27.47%+11.9pp | 418.13%-378.7pp |
| Employer contribution / active EE | $7,532 | $4,039+86.5% | $3,636+107.2% | $4,741+58.9% |
| Participant deferral / active EE | $7,150 | $5,291+35.1% | $4,728+51.2% | $6,400+11.7% |
| Admin fee / account holder | $833 | $7,491-88.9% | $6,411-87.0% | $11,427-92.7% |