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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 | $48,795 | $166,268-70.7% | $165,100-70.4% | $145,897-66.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.73% | 100.52%-86.8pp | 70.21%-56.5pp | 552.29%-538.6pp |
| Employer contribution / active EE | $2,992 | $5,284-43.4% | $4,348-31.2% | $4,663-35.8% |
| Participant deferral / active EE | $5,641 | $6,964-19.0% | $6,035-6.5% | $6,689-15.7% |
| Admin fee / account holder | $1,636 | $16,659-90.2% | $12,696-87.1% | $13,390-87.8% |