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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 | $49,218 | $118,708-58.5% | $98,920-50.2% | $158,982-69.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 19.64% | 372.49%-352.8pp | 196.47%-176.8pp | 302.99%-283.3pp |
| Employer contribution / active EE | $1,498 | $3,334-55.1% | $2,689-44.3% | $4,763-68.5% |
| Participant deferral / active EE | $1,574 | $5,089-69.1% | $4,245-62.9% | $5,983-73.7% |
| Admin fee / account holder | $753 | $10,134-92.6% | $6,643-88.7% | $11,252-93.3% |