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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 | $52,805 | $197,637-73.3% | $177,848-70.3% | $158,982-66.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 53.93% | 58.77%-4.8pp | 48.33%+5.6pp | 302.99%-249.1pp |
| Employer contribution / active EE | $8,219 | $6,698+22.7% | $5,919+38.9% | $4,763+72.6% |
| Participant deferral / active EE | $8,493 | $8,405+1.0% | $7,714+10.1% | $5,983+41.9% |
| Admin fee / account holder | $701 | $15,406-95.5% | $12,431-94.4% | $11,252-93.8% |