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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 | $50,495 | $115,796-56.4% | $101,264-50.1% | $158,950-68.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 10.36% | 56.15%-45.8pp | 46.48%-36.1pp | 302.91%-292.6pp |
| Employer contribution / active EE | $3,959 | $4,175-5.2% | $3,660+8.2% | $4,762-16.9% |
| Participant deferral / active EE | $3,322 | $4,958-33.0% | $4,370-24.0% | $5,983-44.5% |
| Admin fee / account holder | $624 | $7,247-91.4% | $5,947-89.5% | $11,248-94.5% |