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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 | $49,962 | $103,038-51.5% | $90,324-44.7% | $152,909-67.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 26.50% | 95.25%-68.8pp | 78.15%-51.7pp | 345.46%-319.0pp |
| Employer contribution / active EE | $4,421 | $3,141+40.8% | $2,856+54.8% | $4,764-7.2% |
| Participant deferral / active EE | $3,702 | $4,282-13.5% | $3,885-4.7% | $5,851-36.7% |
| Admin fee / account holder | $550 | $6,177-91.1% | $5,356-89.7% | $11,601-95.3% |