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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 | $63,872 | $115,903-44.9% | $100,528-36.5% | $158,966-59.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 67.65% | 34.80%+32.8pp | 30.90%+36.7pp | 302.95%-235.3pp |
| Employer contribution / active EE | $4,391 | $4,105+7.0% | $3,419+28.4% | $4,762-7.8% |
| Participant deferral / active EE | $14,147 | $6,677+111.9% | $6,271+125.6% | $5,983+136.5% |
| Admin fee / account holder | $310 | $11,000-97.2% | $8,084-96.2% | $11,250-97.2% |