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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 | $48,937 | $217,427-77.5% | $185,837-73.7% | $167,518-70.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 19.83% | 148.39%-128.6pp | 122.08%-102.2pp | 478.71%-458.9pp |
| Employer contribution / active EE | $4,049 | $5,874-31.1% | $5,168-21.7% | $4,838-16.3% |
| Participant deferral / active EE | $8,148 | $6,357+28.2% | $5,568+46.3% | $6,342+28.5% |
| Admin fee / account holder | $863 | $19,816-95.6% | $16,241-94.7% | $12,312-93.0% |