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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 | $47,021 | $100,901-53.4% | $75,670-37.9% | $147,585-68.1% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | 10.97% | 35.78%-24.8pp | 27.34%-16.4pp | 578.57%-567.6pp |
| Employer contribution / active EE | $9,692 | $3,253+197.9% | $2,352+312.1% | $4,876+98.8% |
| Participant deferral / active EE | $6,133 | $4,027+52.3% | $3,142+95.2% | $5,439+12.8% |
| Admin fee / account holder | $430 | $11,285-96.2% | $5,800-92.6% | $10,885-96.1% |