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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 | $45,985 | $154,754-70.3% | $124,206-63.0% | $138,895-66.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 20.53% | 709.28%-688.7pp | 515.27%-494.7pp | 145.39%-124.9pp |
| Employer contribution / active EE | $2,860 | $4,446-35.7% | $3,540-19.2% | $4,194-31.8% |
| Participant deferral / active EE | $2,860 | $4,621-38.1% | $3,968-27.9% | $6,396-55.3% |
| Admin fee / account holder | $315 | $6,690-95.3% | $5,929-94.7% | $12,562-97.5% |