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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 | $53,547 | $108,942-50.8% | $100,415-46.7% | $145,897-63.3% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 13.49% | 58.27%-44.8pp | 49.47%-36.0pp | 552.29%-538.8pp |
| Employer contribution / active EE | $5,568 | $4,422+25.9% | $3,943+41.2% | $4,663+19.4% |
| Participant deferral / active EE | $5,127 | $8,461-39.4% | $8,091-36.6% | $6,689-23.4% |
| Admin fee / account holder | $1,134 | $9,702-88.3% | $7,906-85.7% | $13,390-91.5% |