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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 | $50,711 | $209,422-75.8% | $178,503-71.6% | $158,982-68.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.75% | 188.81%-175.1pp | 151.12%-137.4pp | 302.99%-289.2pp |
| Employer contribution / active EE | $1,466 | $5,707-74.3% | $5,011-70.7% | $4,763-69.2% |
| Participant deferral / active EE | $3,472 | $5,955-41.7% | $5,202-33.3% | $5,983-42.0% |
| Admin fee / account holder | $1,230 | $17,079-92.8% | $13,987-91.2% | $11,252-89.1% |