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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 | $50,724 | $148,623-65.9% | $135,974-62.7% | $139,466-63.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 24.16% | 79.30%-55.1pp | 68.30%-44.1pp | 373.66%-349.5pp |
| Employer contribution / active EE | $10,779 | $5,246+105.5% | $4,859+121.8% | $4,754+126.7% |
| Participant deferral / active EE | $6,946 | $8,103-14.3% | $7,760-10.5% | $6,712+3.5% |
| Admin fee / account holder | $919 | $12,406-92.6% | $10,767-91.5% | $11,409-91.9% |