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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 | $48,004 | $90,397-46.9% | $76,002-36.8% | $145,959-67.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 14.79% | 621.97%-607.2pp | 360.07%-345.3pp | 561.95%-547.2pp |
| Employer contribution / active EE | $2,169 | $3,317-34.6% | $2,688-19.3% | $4,661-53.5% |
| Participant deferral / active EE | $10,881 | $5,163+110.7% | $4,257+155.6% | $6,689+62.7% |
| Admin fee / account holder | $433 | $8,369-94.8% | $6,414-93.3% | $13,398-96.8% |