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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 | $47,146 | $104,953-55.1% | $84,637-44.3% | $152,909-69.2% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 18.61% | 373.94%-355.3pp | 258.82%-240.2pp | 345.46%-326.9pp |
| Employer contribution / active EE | $2,622 | $3,304-20.6% | $2,653-1.2% | $4,764-45.0% |
| Participant deferral / active EE | $5,175 | $4,691+10.3% | $3,900+32.7% | $5,851-11.6% |
| Admin fee / account holder | $311 | $6,244-95.0% | $4,914-93.7% | $11,601-97.3% |