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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 | $48,541 | $90,691-46.5% | $76,119-36.2% | $145,884-66.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 12.29% | 624.52%-612.2pp | 361.25%-349.0pp | 551.85%-539.6pp |
| Employer contribution / active EE | $925 | $3,329-72.2% | $2,693-65.6% | $4,662-80.2% |
| Participant deferral / active EE | $7,205 | $5,167+39.4% | $4,259+69.2% | $6,690+7.7% |
| Admin fee / account holder | $511 | $8,383-93.9% | $6,421-92.0% | $13,392-96.2% |