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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 | $50,416 | $162,529-69.0% | $130,788-61.5% | $154,746-67.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 20.83% | 510.48%-489.6pp | 386.44%-365.6pp | 172.34%-151.5pp |
| Employer contribution / active EE | $1,646 | $4,447-63.0% | $3,558-53.8% | $4,379-62.4% |
| Participant deferral / active EE | $12,225 | $4,808+154.2% | $4,137+195.5% | $6,730+81.6% |
| Admin fee / account holder | $1,549 | $7,669-79.8% | $6,673-76.8% | $14,365-89.2% |