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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 | $49,065 | $125,184-60.8% | $105,607-53.5% | $145,884-66.4% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 11.69% | 225.00%-213.3pp | 116.11%-104.4pp | 551.85%-540.2pp |
| Employer contribution / active EE | $2,471 | $3,720-33.6% | $3,167-22.0% | $4,662-47.0% |
| Participant deferral / active EE | $4,838 | $5,714-15.3% | $5,011-3.5% | $6,690-27.7% |
| Admin fee / account holder | $976 | $17,133-94.3% | $10,958-91.1% | $13,392-92.7% |