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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 | $53,974 | $168,635-68.0% | $147,617-63.4% | $125,389-57.0% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 163.96% | 77.65%+86.3pp | 61.98%+102.0pp | 282.24%-118.3pp |
| Employer contribution / active EE | $5,730 | $6,252-8.4% | $5,564+3.0% | $4,866+17.7% |
| Participant deferral / active EE | $3,723 | $5,507-32.4% | $4,895-23.9% | $5,352-30.4% |
| Admin fee / account holder | $6,431 | $13,580-52.6% | $11,612-44.6% | $9,541-32.6% |