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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 | $53,626 | $108,897-50.8% | $100,378-46.6% | $145,877-63.2% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 42.43% | 58.17%-15.7pp | 49.41%-7.0pp | 551.28%-508.9pp |
| Employer contribution / active EE | $1,614 | $4,420-63.5% | $3,942-59.1% | $4,663-65.4% |
| Participant deferral / active EE | $9,585 | $8,455+13.4% | $8,087+18.5% | $6,691+43.3% |
| Admin fee / account holder | $898 | $9,690-90.7% | $7,899-88.6% | $13,402-93.3% |