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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 | $50,030 | $104,953-52.3% | $84,637-40.9% | $152,909-67.3% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 21.99% | 373.94%-352.0pp | 258.82%-236.8pp | 345.46%-323.5pp |
| Employer contribution / active EE | $588 | $3,304-82.2% | $2,653-77.9% | $4,764-87.7% |
| Participant deferral / active EE | $9,460 | $4,691+101.7% | $3,900+142.5% | $5,851+61.7% |
| Admin fee / account holder | $363 | $6,244-94.2% | $4,914-92.6% | $11,601-96.9% |