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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 | $62,835 | $108,911-42.3% | $100,392-37.4% | $145,884-56.9% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 61.56% | 58.23%+3.3pp | 49.45%+12.1pp | 551.85%-490.3pp |
| Employer contribution / active EE | $9,334 | $4,420+111.2% | $3,941+136.8% | $4,662+100.2% |
| Participant deferral / active EE | $12,752 | $8,459+50.7% | $8,090+57.6% | $6,690+90.6% |
| Admin fee / account holder | $12,932 | $9,698+33.3% | $7,904+63.6% | $13,392-3.4% |