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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 | $90,691-41.6% | $76,119-30.4% | $145,884-63.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 12.26% | 624.52%-612.3pp | 361.25%-349.0pp | 551.85%-539.6pp |
| Employer contribution / active EE | $1,794 | $3,329-46.1% | $2,693-33.4% | $4,662-61.5% |
| Participant deferral / active EE | $1,574 | $5,167-69.5% | $4,259-63.1% | $6,690-76.5% |
| Admin fee / account holder | $387 | $8,383-95.4% | $6,421-94.0% | $13,392-97.1% |