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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 | $51,314 | $105,145-51.2% | $94,664-45.8% | $139,466-63.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 18.73% | 38.09%-19.4pp | 156.84%-138.1pp | 373.66%-354.9pp |
| Employer contribution / active EE | $5,757 | $4,107+40.2% | $3,673+56.8% | $4,754+21.1% |
| Participant deferral / active EE | $4,320 | $7,599-43.1% | $7,417-41.8% | $6,712-35.6% |
| Admin fee / account holder | $480 | $8,972-94.6% | $7,222-93.3% | $11,409-95.8% |