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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 | $52,900 | $96,388-45.1% | $80,627-34.4% | $139,466-62.1% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 20.18% | 1352.08%-1331.9pp | 936.76%-916.6pp | 373.66%-353.5pp |
| Employer contribution / active EE | $8,183 | $3,260+151.0% | $2,723+200.6% | $4,754+72.1% |
| Participant deferral / active EE | $9,825 | $5,224+88.1% | $4,443+121.1% | $6,712+46.4% |
| Admin fee / account holder | $484 | $6,603-92.7% | $5,381-91.0% | $11,409-95.8% |