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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 | $50,263 | $107,363-53.2% | $92,909-45.9% | $152,897-67.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 24.15% | 145.63%-121.5pp | 109.44%-85.3pp | 345.43%-321.3pp |
| Employer contribution / active EE | $2,350 | $4,222-44.3% | $3,653-35.7% | $4,764-50.7% |
| Participant deferral / active EE | $4,547 | $4,848-6.2% | $4,238+7.3% | $5,851-22.3% |
| Admin fee / account holder | $611 | $7,082-91.4% | $5,795-89.4% | $11,599-94.7% |