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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 | $28,280 | $148,623-81.0% | $135,974-79.2% | $139,466-79.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 44.25% | 79.30%-35.0pp | 68.30%-24.1pp | 373.66%-329.4pp |
| Employer contribution / active EE | $5,649 | $5,246+7.7% | $4,859+16.3% | $4,754+18.8% |
| Participant deferral / active EE | $10,139 | $8,103+25.1% | $7,760+30.7% | $6,712+51.1% |
| Admin fee / account holder | $556 | $12,406-95.5% | $10,767-94.8% | $11,409-95.1% |