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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 | $55,568 | $217,432-74.4% | $185,851-70.1% | $167,553-66.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.55% | 148.43%-138.9pp | 122.11%-112.6pp | 478.89%-469.3pp |
| Employer contribution / active EE | $1,622 | $5,874-72.4% | $5,168-68.6% | $4,840-66.5% |
| Participant deferral / active EE | $5,506 | $6,357-13.4% | $5,569-1.1% | $6,343-13.2% |
| Admin fee / account holder | $491 | $19,820-97.5% | $16,245-97.0% | $12,316-96.0% |