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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 | $46,185 | $183,539-74.8% | $155,556-70.3% | $145,897-68.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 78.83% | 61.31%+17.5pp | 64.84%+14.0pp | 552.29%-473.5pp |
| Employer contribution / active EE | $7,302 | $5,315+37.4% | $4,675+56.2% | $4,663+56.6% |
| Participant deferral / active EE | $3,944 | $6,467-39.0% | $5,631-30.0% | $6,689-41.0% |
| Admin fee / account holder | $1,132 | $19,275-94.1% | $15,885-92.9% | $13,390-91.5% |