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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 | $50,221 | $107,368-53.2% | $92,915-45.9% | $152,909-67.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 18.86% | 145.64%-126.8pp | 109.45%-90.6pp | 345.46%-326.6pp |
| Employer contribution / active EE | $8,474 | $4,222+100.7% | $3,653+131.9% | $4,764+77.9% |
| Participant deferral / active EE | $3,621 | $4,848-25.3% | $4,238-14.6% | $5,851-38.1% |
| Admin fee / account holder | $2,877 | $7,082-59.4% | $5,796-50.4% | $11,601-75.2% |