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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 | $47,109 | $88,702-46.9% | $81,780-42.4% | $145,978-67.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 16.49% | 1029.12%-1012.6pp | 776.27%-759.8pp | 550.52%-534.0pp |
| Employer contribution / active EE | $5,475 | $3,084+77.5% | $2,914+87.9% | $4,662+17.4% |
| Participant deferral / active EE | $8,887 | $4,645+91.3% | $4,321+105.7% | $6,690+32.9% |
| Admin fee / account holder | $472 | $8,414-94.4% | $7,384-93.6% | $13,400-96.5% |