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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 | $52,995 | $90,489-41.4% | $76,051-30.3% | $145,978-63.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 12.26% | 622.78%-610.5pp | 360.42%-348.2pp | 550.52%-538.3pp |
| Employer contribution / active EE | $1,794 | $3,319-45.9% | $2,690-33.3% | $4,662-61.5% |
| Participant deferral / active EE | $1,574 | $5,164-69.5% | $4,257-63.0% | $6,690-76.5% |
| Admin fee / account holder | $387 | $8,374-95.4% | $6,416-94.0% | $13,400-97.1% |