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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 | $49,315 | $154,193-68.0% | $130,045-62.1% | $139,466-64.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 18.02% | 32.51%-14.5pp | -137.30%+155.3pp | 373.66%-355.6pp |
| Employer contribution / active EE | $12,699 | $5,292+140.0% | $4,321+193.9% | $4,754+167.1% |
| Participant deferral / active EE | $5,423 | $6,709-19.2% | $5,820-6.8% | $6,712-19.2% |
| Admin fee / account holder | $326 | $13,989-97.7% | $10,600-96.9% | $11,409-97.1% |