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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 | $47,189 | $106,923-55.9% | $84,023-43.8% | $152,909-69.1% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 23.37% | 105.02%-81.6pp | 71.32%-47.9pp | 345.46%-322.1pp |
| Employer contribution / active EE | $6,286 | $2,735+129.8% | $1,984+216.8% | $4,764+31.9% |
| Participant deferral / active EE | $5,947 | $4,013+48.2% | $3,239+83.6% | $5,851+1.6% |
| Admin fee / account holder | $375 | $8,289-95.5% | $6,102-93.9% | $11,601-96.8% |