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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 | $60,491 | $183,516-67.0% | $155,534-61.1% | $145,884-58.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.55% | 61.43%-49.9pp | 64.92%-53.4pp | 551.85%-540.3pp |
| Employer contribution / active EE | $11,346 | $5,315+113.5% | $4,675+142.7% | $4,662+143.4% |
| Participant deferral / active EE | $12,872 | $6,467+99.1% | $5,630+128.6% | $6,690+92.4% |
| Admin fee / account holder | $5,142 | $19,293-73.3% | $15,900-67.7% | $13,392-61.6% |