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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 | $50,550 | $85,060-40.6% | $70,565-28.4% | $139,487-63.8% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 19.17% | 30.39%-11.2pp | 32.79%-13.6pp | 373.84%-354.7pp |
| Employer contribution / active EE | $9,626 | $3,912+146.1% | $2,976+223.5% | $4,755+102.5% |
| Participant deferral / active EE | $4,588 | $5,891-22.1% | $4,568+0.4% | $6,713-31.6% |
| Admin fee / account holder | $485 | $8,932-94.6% | $6,430-92.5% | $11,407-95.8% |