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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 | $47,592 | $108,897-56.3% | $100,378-52.6% | $145,877-67.4% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 11.43% | 58.17%-46.7pp | 49.41%-38.0pp | 551.28%-539.9pp |
| Employer contribution / active EE | $454 | $4,420-89.7% | $3,942-88.5% | $4,663-90.3% |
| Participant deferral / active EE | $2,773 | $8,455-67.2% | $8,087-65.7% | $6,691-58.6% |
| Admin fee / account holder | $532 | $9,690-94.5% | $7,899-93.3% | $13,402-96.0% |