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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 | $49,833 | $102,595-51.4% | $94,057-47.0% | $154,746-67.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 20.15% | 583.42%-563.3pp | 480.62%-460.5pp | 172.34%-152.2pp |
| Employer contribution / active EE | $2,265 | $3,147-28.0% | $2,933-22.8% | $4,379-48.3% |
| Participant deferral / active EE | $5,026 | $5,118-1.8% | $4,709+6.7% | $6,730-25.3% |
| Admin fee / account holder | $445 | $7,736-94.2% | $7,244-93.9% | $14,365-96.9% |