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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 | $47,474 | $152,619-68.9% | $125,195-62.1% | $152,909-69.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 24.55% | 54.85%-30.3pp | 43.79%-19.2pp | 345.46%-320.9pp |
| Employer contribution / active EE | $14,140 | $4,947+185.8% | $3,866+265.8% | $4,764+196.8% |
| Participant deferral / active EE | $8,610 | $5,869+46.7% | $4,937+74.4% | $5,851+47.1% |
| Admin fee / account holder | $793 | $13,437-94.1% | $9,704-91.8% | $11,601-93.2% |