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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 | $49,703 | $105,210-52.8% | $159,487-68.8% | $85,851-42.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 14.26% | 45.08%-30.8pp | 263.71%-249.4pp | 318.63%-304.4pp |
| Employer contribution / active EE | $3,065 | $3,319-7.7% | $4,831-36.6% | $2,565+19.5% |
| Participant deferral / active EE | $6,349 | $5,946+6.8% | $7,354-13.7% | $3,952+60.6% |
| Admin fee / account holder | $559 | $6,934-91.9% | $10,804-94.8% | $6,261-91.1% |