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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 | $51,590 | $156,927-67.1% | $121,169-57.4% | $139,456-63.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 14.13% | 1475.85%-1461.7pp | 986.71%-972.6pp | 373.45%-359.3pp |
| Employer contribution / active EE | $5,096 | $5,542-8.0% | $4,168+22.3% | $4,753+7.2% |
| Participant deferral / active EE | $1,573 | $4,848-67.6% | $4,083-61.5% | $6,711-76.6% |
| Admin fee / account holder | $939 | $6,946-86.5% | $5,645-83.4% | $11,407-91.8% |