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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 | $46,829 | $183,592-74.5% | $155,574-69.9% | $145,877-67.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 39.30% | 61.37%-22.1pp | 64.87%-25.6pp | 551.28%-512.0pp |
| Employer contribution / active EE | $5,745 | $5,317+8.1% | $4,676+22.9% | $4,663+23.2% |
| Participant deferral / active EE | $5,796 | $6,466-10.4% | $5,629+3.0% | $6,691-13.4% |
| Admin fee / account holder | $561 | $19,316-97.1% | $15,914-96.5% | $13,402-95.8% |