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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 | $31,245 | $90,674-65.5% | $96,707-67.7% | $82,448-62.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 80.4%+19.6pp | 68.1%+31.9pp |
| Annual return | 95.29% | 49.05%+46.2pp | 34.78%+60.5pp | 41.64%+53.6pp |
| Employer contribution / active EE | $5,513 | $3,975+38.7% | $4,191+31.5% | $2,551+116.1% |
| Participant deferral / active EE | $12,020 | $5,696+111.0% | $5,997+100.4% | $4,139+190.4% |
| Admin fee / account holder | $1,516 | $7,568-80.0% | $7,503-79.8% | $7,234-79.0% |