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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 | $96,052-67.5% | $118,106-73.5% | $87,485-64.3% |
| Participation rate | 100.0% | 77.0%+23.0pp | 81.9%+18.1pp | 68.9%+31.1pp |
| Annual return | 95.29% | 24.16%+71.1pp | 19.44%+75.8pp | 26.06%+69.2pp |
| Employer contribution / active EE | $5,513 | $3,939+40.0% | $4,698+17.3% | $2,596+112.4% |
| Participant deferral / active EE | $12,020 | $5,793+107.5% | $6,619+81.6% | $4,274+181.3% |
| Admin fee / account holder | $1,516 | $7,618-80.1% | $8,973-83.1% | $7,775-80.5% |