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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 | $54,123 | $109,908-50.8% | $97,161-44.3% | $145,978-62.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 9.23% | 243.80%-234.6pp | 75.36%-66.1pp | 550.52%-541.3pp |
| Employer contribution / active EE | $7,457 | $3,077+142.3% | $2,723+173.8% | $4,662+59.9% |
| Participant deferral / active EE | $7,457 | $4,679+59.4% | $4,265+74.8% | $6,690+11.5% |
| Admin fee / account holder | $461 | $6,213-92.6% | $5,647-91.8% | $13,400-96.6% |