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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 | $49,711 | $103,038-51.8% | $90,324-45.0% | $152,909-67.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 20.82% | 95.25%-74.4pp | 78.15%-57.3pp | 345.46%-324.6pp |
| Employer contribution / active EE | $1,386 | $3,141-55.9% | $2,856-51.5% | $4,764-70.9% |
| Participant deferral / active EE | $4,450 | $4,282+3.9% | $3,885+14.5% | $5,851-24.0% |
| Admin fee / account holder | $756 | $6,177-87.8% | $5,356-85.9% | $11,601-93.5% |