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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 | $44,525 | $100,901-55.9% | $75,501-41.0% | $147,585-69.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.4%+27.6pp | 82.8%+17.2pp |
| Annual return | 19.86% | 35.78%-15.9pp | 27.35%-7.5pp | 578.58%-558.7pp |
| Employer contribution / active EE | $7,236 | $3,253+122.4% | $2,352+207.7% | $4,876+48.4% |
| Participant deferral / active EE | $5,097 | $4,027+26.6% | $3,142+62.2% | $5,439-6.3% |
| Admin fee / account holder | $509 | $11,285-95.5% | $5,801-91.2% | $10,886-95.3% |