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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 | $48,515 | $217,432-77.7% | $185,849-73.9% | $167,536-71.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 17.99% | 148.42%-130.4pp | 122.10%-104.1pp | 478.82%-460.8pp |
| Employer contribution / active EE | $2,151 | $5,875-63.4% | $5,169-58.4% | $4,839-55.6% |
| Participant deferral / active EE | $5,535 | $6,357-12.9% | $5,569-0.6% | $6,342-12.7% |
| Admin fee / account holder | $471 | $19,818-97.6% | $16,244-97.1% | $12,315-96.2% |