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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 | $19,070 | $110,337-82.7% | $102,383-81.4% | $145,877-86.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 50.82% | 24.83%+26.0pp | 24.94%+25.9pp | 551.28%-500.5pp |
| Employer contribution / active EE | $6,646 | $4,216+57.6% | $3,870+71.7% | $4,663+42.5% |
| Participant deferral / active EE | $4,353 | $5,621-22.5% | $5,060-14.0% | $6,691-34.9% |
| Admin fee / account holder | $315 | $9,750-96.8% | $8,391-96.2% | $13,402-97.7% |