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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 | $50,412 | $118,877-57.6% | $96,570-47.8% | $167,536-69.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 23.61% | 50.50%-26.9pp | 37.79%-14.2pp | 478.82%-455.2pp |
| Employer contribution / active EE | $2,176 | $3,121-30.3% | $2,357-7.7% | $4,839-55.0% |
| Participant deferral / active EE | $19,875 | $4,617+330.5% | $3,849+416.3% | $6,342+213.4% |
| Admin fee / account holder | $583 | $8,069-92.8% | $6,182-90.6% | $12,315-95.3% |