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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 | $52,717 | $118,877-55.7% | $96,570-45.4% | $167,536-68.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 17.31% | 50.50%-33.2pp | 37.79%-20.5pp | 478.82%-461.5pp |
| Employer contribution / active EE | $8,748 | $3,121+180.3% | $2,357+271.1% | $4,839+80.8% |
| Participant deferral / active EE | $8,384 | $4,617+81.6% | $3,849+117.8% | $6,342+32.2% |
| Admin fee / account holder | $872 | $8,069-89.2% | $6,182-85.9% | $12,315-92.9% |