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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 | $29,266 | $139,456-79.0% | $33,576-12.8% | $139,456-79.0% |
| Participation rate | 100.0% | 80.3%+19.7pp | 68.2%+31.8pp | 80.3%+19.7pp |
| Annual return | 45.08% | 373.45%-328.4pp | 30.92%+14.2pp | 373.45%-328.4pp |
| Employer contribution / active EE | $3,447 | $4,753-27.5% | $2,049+68.2% | $4,753-27.5% |
| Participant deferral / active EE | $8,614 | $6,711+28.3% | $5,609+53.6% | $6,711+28.3% |
| Admin fee / account holder | $512 | $11,407-95.5% | $8,819-94.2% | $11,407-95.5% |