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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 | $37,510 | $110,278-66.0% | $95,740-60.8% | $139,466-73.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 56.71% | 27.19%+29.5pp | 28.41%+28.3pp | 373.66%-317.0pp |
| Employer contribution / active EE | $4,787 | $3,260+46.8% | $2,836+68.8% | $4,754+0.7% |
| Participant deferral / active EE | $6,495 | $4,674+38.9% | $4,244+53.0% | $6,712-3.2% |
| Admin fee / account holder | $368 | $6,613-94.4% | $5,676-93.5% | $11,409-96.8% |