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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 | $166,089-71.1% | $164,928-70.9% | $145,978-67.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.95% | 100.26%-85.3pp | 70.08%-55.1pp | 550.52%-535.6pp |
| Employer contribution / active EE | $5,683 | $5,276+7.7% | $4,343+30.8% | $4,662+21.9% |
| Participant deferral / active EE | $5,750 | $6,961-17.4% | $6,034-4.7% | $6,690-14.0% |
| Admin fee / account holder | $372 | $16,641-97.8% | $12,684-97.1% | $13,400-97.2% |