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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 | $47,751 | $185,905-74.3% | $170,057-71.9% | $139,487-65.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 48.68% | 60.56%-11.9pp | 53.42%-4.7pp | 373.84%-325.2pp |
| Employer contribution / active EE | $13,628 | $7,597+79.4% | $6,790+100.7% | $4,755+186.6% |
| Participant deferral / active EE | $11,351 | $11,627-2.4% | $10,411+9.0% | $6,713+69.1% |
| Admin fee / account holder | $915 | $15,397-94.1% | $12,826-92.9% | $11,407-92.0% |