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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 | $52,163 | $103,008-49.4% | $90,304-42.2% | $152,897-65.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 23.75% | 95.22%-71.5pp | 78.13%-54.4pp | 345.43%-321.7pp |
| Employer contribution / active EE | $4,121 | $3,139+31.3% | $2,855+44.4% | $4,764-13.5% |
| Participant deferral / active EE | $5,886 | $4,281+37.5% | $3,885+51.5% | $5,851+0.6% |
| Admin fee / account holder | $865 | $6,175-86.0% | $5,354-83.8% | $11,599-92.5% |