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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 | $48,989 | $144,130-66.0% | $117,860-58.4% | $147,585-66.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 16.64% | 531.20%-514.6pp | 335.10%-318.5pp | 578.58%-561.9pp |
| Employer contribution / active EE | $1,712 | $4,897-65.0% | $3,786-54.8% | $4,876-64.9% |
| Participant deferral / active EE | $4,548 | $5,316-14.5% | $4,482+1.5% | $5,439-16.4% |
| Admin fee / account holder | $1,146 | $10,887-89.5% | $8,021-85.7% | $10,886-89.5% |