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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 | $50,617 | $103,038-50.9% | $90,324-44.0% | $152,909-66.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 13.09% | 95.25%-82.2pp | 78.15%-65.1pp | 345.46%-332.4pp |
| Employer contribution / active EE | $4,151 | $3,141+32.2% | $2,856+45.4% | $4,764-12.9% |
| Participant deferral / active EE | $9,857 | $4,282+130.2% | $3,885+153.7% | $5,851+68.5% |
| Admin fee / account holder | $524 | $6,177-91.5% | $5,356-90.2% | $11,601-95.5% |