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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 | $50,595 | $145,897-65.3% | $34,355+47.3% | $145,897-65.3% |
| Participation rate | 100.0% | 80.3%+19.7pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 26.85% | 552.29%-525.4pp | 17.30%+9.6pp | 552.29%-525.4pp |
| Employer contribution / active EE | $3,664 | $4,663-21.4% | $1,553+135.9% | $4,663-21.4% |
| Participant deferral / active EE | $9,100 | $6,689+36.0% | $4,533+100.8% | $6,689+36.0% |
| Admin fee / account holder | $2,758 | $13,390-79.4% | $2,045+34.9% | $13,390-79.4% |