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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 | $47,935 | $166,268-71.2% | $165,100-71.0% | $145,897-67.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.95% | 100.52%-85.6pp | 70.21%-55.3pp | 552.29%-537.3pp |
| Employer contribution / active EE | $5,683 | $5,284+7.6% | $4,348+30.7% | $4,663+21.9% |
| Participant deferral / active EE | $5,750 | $6,964-17.4% | $6,035-4.7% | $6,689-14.0% |
| Admin fee / account holder | $372 | $16,659-97.8% | $12,696-97.1% | $13,390-97.2% |